Committees & Board of Directors


Members are strongly encouraged to participate in the leadership of the organization.

The following women serve on the Board of Directors for 2009-2010. Please contact any of them if you would like to volunteer and get involved or if you have any questions.

Catherine Schwartz, CFP -- President
Waddell & Reed
4582 S. Ulster Street - #1300
Denver, CO 80237
Phone 303-770-5511 x 105
Fax 303-770-6104

Darla Daniel, Esq. -- Vice-President
Colorado State Bank and Trust, N.A.
1600 Broadway - 3rd Floor
Denver, CO 80202
Phone 303-864-7209
Fax 303-864-7219

Kim Spaulding, CFP -- Secretary
Sharkey, Howes & Javer, Inc.
720 S. Colorado Blvd. - #600 South
Denver, CO 80246
Phone 303-407-8007 x327
Fax 303-759-2335

Carol Wilson, CPA/ABV, CVA, CFFA -- Treasurer
Zarlengo Raub LLP
7100 W. 44th Ave. - #101
Wheat Ridge, CO 80033
Phone 303-421-4775x49
Fax 303-420-3627

Dana Sandoval, CFP -- Membership Co-Chair
First Western Trust Bank - DTC - Cherry Hills
5460 S. Quebec Street - #200
Greenwood Village, CO 80111
Phone 303-640-2407
Fax 303-640-2457

Mary Milan Bock, Esq. -- Membership Co-Chair
Duncan & Thompson, LLC
155 S. Madison Street - #324
Denver, CO 80209
Phone 303-333-3500
Fax 303-333-4066

Lisa V. Ludwig, Esq. -- Membership Co-Chair
Welborn Sullivan Meck & Tooley, PC
821 17th Street - #500
Denver, CO 80202
Phone 303-376-4476
Fax 303-832-2366

Myra Donovan, CFP, ChFC, CLU -- Programs Co-Chair
Eagle Strategies LLC
3200 Cherry Creek Dr South - #700
Denver, CO 80209
Phone 303-871-7249
Fax 303-698-9530

Pamela L. Hesselgrave, CFP -- Programs Co-Chair
6290 E. Cornell Avenue
Denver, CO 80222
Phone 303-726-8856

Debbie Reinberg -- Hospitality Chair
ELDEResolutions
4123 S. Newport Way
Denver, CO 80237
Phone 303-268-2282

Leslie Karotkin -- Publicity/Community Outreach Co-Chair
The Denver Foundation
55 Madison Street - 8th Floor
Denver, CO 80206
Phone 303-996-7322
Fax 303-996-7323

Kristi Sullivan, CFP -- Publicity/Community Outreach Vice-Chair (Newsletter)
Sullivan Financial Planning, LLC
783 S. Downing Street
Denver, CO 80209
Phone 303-324-0014

Amy Berk, MBA -- Website/Technology Chair
Ameriprise Financial
7979 E. Tufts Avenue - #715
Denver, CO 80237
Phone 303-721-6055 x 7416
Fax 303-689-7400

Kimberly L. Curtis, CFP, ChFC, CLU,
CAP, MSFS -- Immediate Past President

Wealth Legacy Institute, Inc.
950 S. Cherry Street - #505
Denver, CO 80246
Phone 303-753-7578
Fax 303-753-7581

 

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Women's Estate Planning Council
*Phone 720-940-1872
E-mail
cathyschwartz@yahoo.com