About the council
A council, not a directory.
The Redwood Empire Estate Planning Council has met since 1967. It is a 501(c)(3) nonprofit, based in Santa Rosa, serving Sonoma, Mendocino, Lake and Napa counties.
Interdisciplinary
Every discipline in one room.
Attorneys, certified public accountants, financial planners, trust officers, private fiduciaries and life insurance agents sit at the same tables, eight evenings a season. 88 members across 8 membership types are listed in the member directory.
That mix is the point. An estate plan touches tax, title, insurance, investment and administration, and no single profession carries all of it. Members meet the colleagues they will refer to before they need them.
Leadership
The board.
The board was approved by the membership for the 2026–27 season. Judy Deniz serves as both Secretary and CPA Chair and holds one seat, so the board is twelve people.
- PresidentNorman Eisley
- Vice PresidentSean Pryden
- Past PresidentKit Driscoll
- SecretaryJudy Deniz
- TreasurerCarli Ortiz
- Attorney ChairChad Dorr
- CPA ChairJudy Deniz
- Insurance ChairJosh Sterling
- Fiduciary ChairGloria Kosbie
- Membership ChairAndrea Ruiz
- Financial Planner ChairJackson Yates
- Member at LargeAshlee Hellman
- Member at LargeDennis Fordham
A chapter of the NAEPC.
REEPC is a chapter of the National Association of Estate Planners & Councils, which connects estate planning councils across the country and administers the Accredited Estate Planner® designation.
Since 1967
Sixty seasons.
Redwoods outlive everyone who plants them, and estate planning is the practice of arranging what outlives you. Same idea, different medium, which is what the council’s mark has always meant.
The council has met through every season since 1967, and reaches its sixtieth anniversary in 2027.