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Charlotte Estate Planning Council

Leadership

President
Phillips Bragg
Bragg Financial Advisors
(704) 377-0261
phillips@braggfinancial.com
Vice President
Heidi Royal
Robinson, Bradshaw, and Hinson, P.A.
(704) 377-8144
hroyal@rbh.com
Secretary
Mark Horn
Moore & Van Allen, PLLC
(704) 331-3540
markhorn@mvalaw.com
Treasurer
Suzanne Bledsoe CPA
The Bledsoe Cathcart Group
(704) 339-2005
Suzanne_Bledsoe@ml.com
Immediate Past President
Kathryn Habluetzel
MBL Advisors
(704) 335-4518
kathy.habluetzel@mbl-advisors.com
Board Member
Lorraine Eason
First Citizens Bank
(704) 338-4077
lorraine.eason@firstcitizens.com
Board Member
Don Stamas CFP/CLU
Defender Capital
(704) 373-1716
ds@defendercapital.us

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