Member Directory

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Board of Directors

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  President
  Vice President
  Treasurer
  Secretary
  Immediate Past President
  Director
  Website Administrator

Committee Chairs

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  Bylaws Committee
  Program Committee
  Event Management Committee
  Marketing Committee
  Marketing - Sponsorship
  Marketing - Digital
  Marketing - New Member Development
  Marketing - Community Outreach
  Continuing Education Committee
  Membership Committee
  Nominating Committee
  Networking Committee
  NAEPC Liason
  EPCWC Newsletter Coodinator

Discipline Group

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  Accountancy Group
  Affiliated Professional Group
  Emerging Advisors Group
  Financial Planning Professional Group
  General
  Law Group
  Website Administrator

Member Groups

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  Core Group Members
  Emerging and Affiliated Members
  Student Members
  Administrator
  Nominating Committee
  Committee Chair
  Bylaws Committee
  Committee Chair
  Committee Member
  Program Committee
  Committee Chair
  Committee Member
  Program Committee - Next Year
  Committee Chair
  Event Planning Committee
  Committee Chair
  Committee Member
  Networking Committee
  Committee Chair
  Committee Member
  Marketing Committee
  Sponsorship Committee
  Committee Chair
  Committee Member
  Digital Marketing Committee
  Committee Chair
  Committee Member
  Membership Committee
  Committee Chair
  Committee Member
  Continuing Education Coordinators
  Committee Chair
  Committee Member
  New Member Development Committee
  Committee Chair
  Committee Member
  Check-In Coordinator
  Committee Chair
  Committee Member
  NAEPC Liaison
  Committee Chair
  EPCWC Newsletter Coodinator
  Committee Chair
  Committee Member
  Community Outreach
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Member Name Address Contact Info

Michael K. Rosenman
Northwestern Mutual

CLU, ChFC, CASL, AEP, RICP, WMCP

Financial Planning Professional Group
Financial Advisor

 

333 Ludlow St South Tower 6th fl
Stamford, CT 06902

914-523-6075
E-mail

David Rooney
Empire Valuation Consultants

ASA, CPA

Affiliated Professional Group
Director

 

349 Fifth Avenue
5th Floor
New York, NY 10016

646-914-9955
E-mail

Jamie Robins
Beacon Financial Advisors

CFA, CFP

Financial Planning Professional Group
President

 

800 Westchester Ave
Suite N-641
Rye Brook, NY 10573

914-872-4040
E-mail

Pasquale Rafanelli
Legacy Valuation and Forensics

CPA/ABV, ASA, CVA/CBA/MAFF, CFE, CDFA(R), AEP(R)

Financial Planning Professional Group
Partner

 

800 Veterans Highway
Suite 302
Hauppauge, NY 11788

6317193222
E-mail

Jennifer K Pitman
Doyle

Affiliated Professional Group
Business Development, Trust & Estates

 

175 East 87th Street
New York, 10128

212 427 4141 ext 208
E-mail

Anna Pennella
Citrin Cooperman Advisors LLC

Accountancy Group
Tax Director

 

538 Cross Hill Lane
Mahopac, 10541

914-644-9241
E-mail

Julia A. Peloso-Barnes
Prism Planning and Solutions Group

CFP, ADPA, CRPC

Financial Planning Professional Group
CEO/Sr. Wealth Manager

 

Prism Planning and Solutions Group
777 Westchester Ave, Ste 101
White Plains, NY 10604

914-831-0636
E-mail

Vittorio F. Pavia, C.T.F.A.
Bank of America

T.O.

Financial Planning Professional Group
Senior Vice President & Market Trust Director

 

360 Hamilton Avenue
White Plains, NY 10601

914-682-5552
E-mail

Andrew I. Panken
Stern Keiser & Panken, LLP

Esq.

Law Group

 

1025 Westchester Avenue
White Plains, NY 10604

(914) 428-8800
E-mail

Laura Palmisano Graham
Fiduciary Trust Capital International

Financial Planning Professional Group

 

E-mail

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Estate Planning Council of Westchester County
333 Mamaroneck Avenue #330
White Plains, NY 10605