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TOTAL SOLUTION

The Academy is committed to maintain and improve its position as the most valuable membership organization for estate planning attorneys — the "Total Solution" for its members' business and professional needs.


Founding Partners
Robert Armstrong
President
Sanford M. Fisch
Chief Executive Officer


Legal Education
Dennis Sandoval
Director of Education
Steve Hartnett
Associate Director of Education
Donna Higgins
Executive Assistant
 


Member Services, Marketing & Recruiting
Jennifer Price
Director, Member Services, Marketing & Recruiting
Ivy Atkinson
Membership Recruiting
Practice Building Consultant
Lillian Valdez
Practice Building Consultant
Susan D. Russel
Practice Building Consultant
Ray Vitale
Recruiting Administrator
Medeis Nadir
Senior Graphic Designer
Chelsea Wilson
Member Services Coordinator
Erin Laverty
Event and Publicity Coordinator

Accounting & Operations
Lori McDonald
Accounting Manager
Traci Paul
Operations Manager

Internet Services
Brett Davies
Web Administrator
Dustin Smith
IT/Web Coordinator

Technical Support
Lisa Weidler
Technical Services Engineer
Randy Harwick
Technical Services Engineer
Donna Hooper
Manager of Software Development and Training
Jeff Davis
Technical Support Representative
 
   

“In 2003 I decided to implement a life balance decision to schedule my office 4 days per week. I was able to easily accomplish this with the assistance from the Academy systems which allow me to work smarter and not just longer. In addition, a Fellow Academy member also provided personal guidance to me on how he had implemented the same strategy some time ago in his practice. This change was implanted without a hitch and remains today.

For me, my membership in AAEPA is about much more than documents or strategies for providing quality estate planning services. It allows me to do all the things that the top estate planners do while maintaining the quality of life that I have chosen. I will never again feel like the practice of law is swallowing me up whole like Moby Dick!”

Dennis D. — Iowa Member

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