Thank you to our February 28, 2018 Meeting Sponsor!

Welcome New Members
Council Year 2017-2018

Estate Planning Council of Wetchester County, Inc.
www.epcwc.org

We are a nonprofit organization which promotes the exchange of ideas and information among estate planning professionals. Our organization consists of Professional Groups of Certified Public Accountants, Attorneys-at-law, Trust Officers, Chartered Life Underwriters and Certified Financial Planners. Our new Associate Member Group allows those that are either actively or substantially engaged in the estate planning process or working toward certification into a designated Professional Group to join. Our members either reside or have a 

Welcome to the following members approved during the 2017-2018 Council Year!

 

ASSOCIATE
Allen Hodys, Esq.

Katie Tolson
Bonhams Auctioneers

Steven Wilson, CPA, CFP, RICP, MBA, MS
Strategies for Wealth

ATTORNEY
Susan H. Accetta, Esq.
Stern Keiser & Panken, LLP

Kristin J. Ashman, Esq.
First Republic Trust Company

Jamieson L. Keiser, Esq.
Stern Keiser & Panken, LLP

Matthew S. Spencer, Esq.
Meyer & Spencer, P.C.

Sarah A. Steckler, Esq.
Keane & Beane, P.C.

CERTIFIED FINANCIAL PLANNER
Lawrence W. Bahr, CFP, CRPS
Morgan Stanley

Ron A. Pac, CFP, ChFC, RICP
Barnam Financial Group

Sanjiv K. Jaswal, CFP, ChFC, CLU
Prudential Advisors

Scot E. Karr, CFP
Strategies for Wealth
 

CERTIFIED PUBLIC ACCOUNTANT
James R. D'Arcangelo, CPA
D'Arcangelo & Co. LLP

Barbara E. Latwin, CPA
D'Arcangelo & Co., LLP
 

TRUST OFFICER
Drew A. Bender
Midland Trust Company

Hilda Cabrera
Orange Bank & Trust

Ana M. Gomez
Orange County Trust Co.

Gina N. Manzino, CTFA
Deutsche Bank Trust Company

Sloan Saverine, CTFA
Key Private Bank