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- Posted July 03, 2025
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JAEPC Meeting
(l-r) Guest speaker Stephen Lowe,
Ascent Wealth Partners; and JAEPC President Nathan Mahan.
The Jackson Area Estate Planning
Council met May 14 at Cascades Manor House. Guest speaker Stephen Lowe of Ascent Wealth
Partners in Grand Rapids spoke about Non-qualified Executive Benefit Design
(409A.)
(l-r) JAEPC Secretary Brad
Brelinski, attorney Curtis, Curtis & Brelinski, and JAEPC Vice President
Dylan Thomas, Generations Financial.
(l-r) From Edward Jones: Denise
Moeckel and Jamie Dittenber.
(l-r) JAEPC Director-at-Large Dan
Vander Hill, Spring Arbor University; and Jackson Interfaith Shelter Executive
Director Stephen Castle.
From Lally Group: Stephanie Weed,
CPA, and staff accountant Tyler Spry.
(l-r) Charlie Dobben and his
father Todd Dobben, Dobben Agency.
From Prudential: (l-r) Luke
Miracle and Kasey Altenbernt.
Jen DeBiasi, FM Financial; and Kirk Hoffman, GuideStream
Financial.
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