February 28, 2018 Platinum Sponsor

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 2019-2020 Council Year!

ASSOCIATES

Jennifer Cayetano
American Cancer Society

Mary Gibbons Gardiner
Morgan Stanley

Bruce P Fogwell
Hudson Financial Group

ATTORNEYS

Mari J. Galvin
Cassi & Cassin LLP

Joanna C. Feldman
Maker, Fragale & Di Costanzo, LLP

CERTIFIED FINANCIAL PLANNERS

Vincent C. Renda
Edward Jones

Larry Luxenberg
Lexington Avenue Capital

CERTIFIED PUBLIC ACCOUNTANTS

Patti Lengo
Citrin Cooperman

Steven P. Zeiger
KB Financial

TRUST OFFICERS

Stephanie Giroux
BNY Mellon Wealth Management

Lisa Keating-Gradilone
Key Private Bank

Diane A. Olear
Midland Trust Company