National Association of Estate Planners & Councils, Accredited Estate Planner® (AEP®)
Boston Estate Planning Council, Leadership Development Committee, Co-Chair, 2022-Present, Vice Chair, 2021-2022; Board of Directors, 2018-2021; Officer Nominations Committee, 2018-2020; Board Nominations Committee, 2021-2022, 2018-2020; Budget & Finance Committee, 2019-2020; Sponsorship Committee Co-Chair, 2017-2018
Boston Bar Association, Trusts & Estates Section, CLE Committee, Co-Chair, 2020-Present, 2008-2009; Trust Administration Committee, Co-Chair, 2017-2019; Communications Committee, Co-Chair, 2015-2017
The Boston Foundation, Professional Advisors Network, 2018-2021