ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC.

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