Emerging Professionals

Emerging professionals are considered to be age 40 and under (or less than 5 years in their respective discipline).


The mission statement of the Emerging Professionals Initiative of the Dallas Estate Planning Council:

“To seed and enhance education and relationships of emerging talent in the Dallas estate planning community.”



We encourage you to “like” our Dallas Estate Planning Council Facebook page, which will routinely post event updates like this in the future. 

Stay informed of future events by emailing DEPCEmergingProfessionals@gmail.com and requesting to be added to the distribution list or check the DEPC website, http://www.dallasepc.org

Not a member of the DEPC? That’s okay! Ask us how you can become involved or visit http://www.dallasepc.org/.  

If you have any questions feel free to contact the DEPC Emerging Professionals Committee at DEPCEmergingProfessionals@gmail.com.


* Emerging professionals are considered to be age 40 and under

or less than 5 years in their respective discipline



TO JOIN DEPC, please click on the link "Application Form" under the Menu. PLEASE NOTE THE MEMBERSHIP YEAR IS JUNE 1 - MAY 31 AND DUES ARE NOT PRO RATED.

2018-2019 Emerging Professionals Committee


2018-2019 Chair: Laura J. Brown, Northern Trust

2019-2020 Chair: Jordan Cowart, Promus Advisors, LLC

Vice Chair: Morgan L. Richards, American Cancer Society


Committee Members:

Kristin Brown, Davis Stephenson, PLLC

Jacque Jacobs, Bessemer Trust

Taylor Nipp, SFMG Wealth Advisors

Lee Poulsen, Sharpe & Associates, PLLC

Kelsey A. Brock, The Blum Firm

Sergio G. Garcia, Quest Capital Management, Inc.

Jonathan March, Armanino LLP

Kerri G. Nipp, Bessemer Trust

Selby Rains, Tolleson Wealth Management

Justin W. Reeves, Weaver



Upcoming Events:


Educational Event:

Title: TBD

Wednesday, February 20, 2019

7:30am breakfast, 8:00-9:00 program

Cost: $10

Dallas Black Dance Theatre, 2700 Ann Williams Way, Dallas, TX 75201


Social Event:

Spring 2019



Charitable Event:

Spring 2019


In partnership with Dallas Estate Planning Council