Member Name Address Contact Info

Ana Maria Gomez
RBC Trust Company (Delaware) Limited

Financial Planning Professional Group
Vice President Special Needs Trust

 

400 Park Avenue
2nd Floor
New York, NY 10022

(212) 277-1355
E-mail

Caitlin M. Griffin
Falcon Rappaport & Berkman LLP

Law Group
Counsel

 

55 Smith Avenue
Suite 50
Mt. Kisco, NY 10549

(212) 203-3255
E-mail

Bharti Gupta
Censullo, Gupta & Associates, CPA, LLP

CA, CPA

Accountancy Group
Partner

 

80 Business Park Dr, STE 208
Armonk, NY 10504

9142942500
E-mail

Patti Iengo
Citrin Cooperman

CPA

Accountancy Group
Partner

 

709 Westchester Ave Ste 200
White Plains, NY 10604

914.949.2990 ext 3340
E-mail

Sanjiv K. Jaswal
Prudential Advisors

CFP, RICP, ChFC, CLU, WMCP

Financial Planning Professional Group
Financial Planner

 

360 Hamilton Avenue, 9th Floor
White Plains, NY 10601

(914) 272-3893
E-mail

Franklin H. Julie
Julie Kessler LLP

Law Group

 

60 East 42nd Street
46 Floor
New York, NY 10165

(212) 687-1466
E-mail

Elaine M. Katz
ELAINE KATZ, CPA

CPA

Accountancy Group
Fiduciary Accountant

 

336 HEATHCOTE ROAD
SCARSDALE, NY 10583

914-960-9547
E-mail

Lisa Keating-Gradilone
Merrill Lynch

CFP, CFA

Financial Planning Professional Group
Senior Financial Advisor

 

360 Hamilton Avenue
White Plains, NY, NY 10601

914 240 6819
E-mail

George Kontogiannis
Tesser, Ryan & Rochman LLP

Law Group
Partner

 

15 Fisher Lane
Suite 200
White Plains, NY 10603

914-368-4525
E-mail

Allyson J. Lanahan
Lanahan Law

Law Group

 

2 Overhill Road
Suite 400
Scarsdale, NY 10583

914-721-0809
E-mail