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
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  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
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  Administrator
  Nominating Committee
  Committee Chair
  Bylaws Committee
  Committee Chair
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  Program Committee
  Committee Chair
  Committee Member
  Program Committee - Next Year
  Committee Chair
  Event Planning Committee
  Committee Chair
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  Networking Committee
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  Committee Member
  Marketing Committee
  Sponsorship Committee
  Committee Chair
  Committee Member
  Digital Marketing Committee
  Committee Chair
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  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
  NAEPC Liaison
  Committee Chair
  EPCWC Newsletter Coodinator
  Committee Chair
  Community Outreach
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Member Name Address Contact Info

Ana Maria Gomez
BNY Mellon

Financial Planning Professional Group
Vice President / Fiduciary Specialist

 

10 Mason Street
Greenwich, CT 06830

914-289-3084
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

Edward D. Heben
Edward D. Heben, CPA, P.C.

CPA/ABV/CFF, CVA, BCA, AEP, CMEA

Accountancy Group
Owner

 

722 Commerce Street
Thornwood, NY 10594

914-579-2700
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

Kyle Kirby
USI Insurance Services LLC

Affiliated Professionals Group

 

E-mail

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