Welcome New Members
Estate Planning Council of Westchester 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.
Welcome to the following members approved during the 2018-2019 Council Year!
ASSOCIATES
Jennifer Cayetano
American Cancer Society
Sandra DelValle, CPA candidate
Citrin Cooperman & Company, LLC
Mary Gibbons Gardiner
Morgan Stanley
Jennifer K. Pitman
Rago Arts and Auction
Jamie Robins, CFA
Beacon Financial Advisors
ATTORNEYS
Joann D'Emilio
Kommer Bave & Ollman
Mari J. Galvin
Cassi & Cassin LLP
Kenneth J Gould
Marcus, Gould & Sussman, LLP
Gabrielle C. Lese, Esq.
Singer Law PLLC
Gina M. Sinon, Esq.
Wells Fargo Bank, N.A.
CERTIFIED FINANCIAL PLANNERS
Mellany Bagtas, CFP®, CRPC®
Morgan Stanley Wealth Management
CERTIFIED PUBLIC ACCOUNTANTS
Bharti Gupta, CA, CPA
Censullo, Gupta & Associates, CPA, LLP
Dennis B. Kremer, CPA, ABV, CFF, CGMA, CVA, CFE, FCPA
GKG, CPAs
Jay D. McNeill, CPA, EA
LaRusso & McNeill LLC
TRUST OFFICERS
John P. Genn, III, CTFA, AEP®
Tompkins Financial Advisors
