MERRIMACK VALLEY
Estate Planning Council

Officers

President:
Robert M. Lawlor, CFP, CTFA
Enterprise Bank & Trust Co.
222 Merrimack Street Lowell, MA 01852
BUS: (978) 656-5560
FAX: (978) 656-5879
Email: robert.lawlor@ebtc.com
Website: www.ebtc.com

1st Vice President:
Deborah A. Baglio, Esq.
AndoverLaw, P.C.
451 Andover Street, Suite 185
North Andover, MA 01845
BUS: (978) 794-0360
FAX: (978) 794-5457
Email:dbaglio@andoverlaw.com
Website: www.andoverlaw.com

2nd Vice President:
Steven J Stanganelli, CFP
Merrill Lynch Global Private Client Group
12 Amidon Ave
Amesbury, MA 01913
BUS: (978) 621-8268
Email: stevestanganelli@verizon.net

Treasurer:
Renee B. Plummer, CPA
1168 Lakeview Avenue
Suite 23
Dracut, MA  01826
BUS: 978-957-8297
FAX: 978-957-9250
Email: renee.plummer@comcast.net

Secretary:
Susan M. Callery CFP®
Enterprise Bank and Trust Co.
222 Merrimack Street
Lowell, MA 01852
BUS: (978) 656-5560
FAX: (978) 794-5457
Email: susan.callery@ebtc.com

Executive Committee Members

Immediate Past President:
Christine R. Burke, CFP®,CLU, CuFC, CLTC
Commonwealth Financial Group
23 Main Street, 2nd Floor
Andover, MA 01810
BUS: (978) 475-8710
FAX: (978) 794-5457
Email: cdburke@finsvsc.com

Timothy D. Sullivan, Esq.
AndoverLaw, P.C.,
451 Andover Street, Suite 185
North Andover, MA 01845
BUS: (978) 794-0360
Email: tsullivan@andoverlaw.com

Nicholas Forgione, Esq.
Devine Millimet & Branch, PA
300 Brickstone Square, 9th Floor
PO Box 39
Andover, MA 01810
BUS: (978) 475-9100
FAX: (978) 470-0618
Email: nforgione@dmb.com
Website: www.dmb.com

Justin C. Littlefield, CFP, CLPC
Assistant Vice President
Boston Partners Financial Group LLC
138 River Road, Suite 310
Andover, MA 01810
BUS: 978-689-6909
FAX: 978-689-0952
Email: jlittlefield@jhnetwork.com

Robert H. Irving, CSA
Reverse Mortgage Consultant
Reverse Mortgage of New England
9 Bartlet Street, Suite 111
Andover, MA 01810
BUS: 978.686.0394
Email:Rhirving@att.net