MENU

Next Meeting:

Wednesday, March 18, 2026

NW Montana Estate Planning Council Meeting

Site Links:

  • Home
  • Events
    • Event Calendar
  • About
    • About Us
    • Council Information
    • Past Sponsors
    • Documents
    • Links
  • Directory
    • Member Directory
    • Leadership
    • Past Presidents
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership Information
  • Contact
    • Contact Us
    • Login
NW Montana Estate Planning Council

NW MONTANA ESTATE PLANNING COUNCIL

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
  • ABOUT
    • About Us
    • Council Information
    • Past Sponsors
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Leadership
    • Past Presidents
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership Information
  • CONTACT
    • Contact Us
    • Mailing List

Leadership

President

Aaron Ells, CFP®, CDFA®
Piton Wealth
406-756-7797
Send Message to Member

Vice President

Kelly O'Brien, JD, LLM Taxation
Measure Law, P.C.
Send Message to Member

Secretary

Grant Snell, JD
Crowley Fleck, PLLP
406-752-6644
Send Message to Member

Treasurer

Craig Woods, CPA
JCCS, P.C.
406-755-3681
Send Message to Member

Director at Large

Katy Lee, CPA, CVA
Eclipse Tax & Accounting, Inc.
4063932828
Send Message to Member

Director at Large

Connie Page, SRES, CPRES, Certified Trust and Probate Realtor
Connie Page Properties, LLC
406-304-1419
Send Message to Member

Director at Large

David Wigginton, CFA, CFP®, CPA
Glacier Investment Management
406-890-7155
Send Message to Member

UPCOMING EVENTS

March 18, 2026

NW Montana Estate Planning Council Meeting

See Event Details

May 20, 2026

NW Montana Estate Planning Council Meeting

See Event Details

September 16, 2026

NW Montana Estate Planning Council Meeting

See Event Details

November 18, 2026

NW Montana Estate Planning Council Meeting

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
  • For Professionals
  • Guide To Teaming

Join our Mailing List!

Home Event Calendar About Us Council Information Past Sponsors Documents Links Member Directory Leadership Past Presidents Member Home Member Benefits Application Form Member Renewal Membership Information Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.