Member Directory

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Terms of Use: The Membership Directory of the Estate Planning Council of Westchester County, Inc. (EPCWC) is provided as a service for use by its Members. Third-party use by non-Members is strictly prohibited. Members may use the Directory for the sole purpose of contacting, discussing and networking with other Members. The Membership List may not be used by any non-EPCWC Member, and may not be rented, sold, licensed or otherwise transmitted to any third-party for any purpose. Members are strictly prohibited from using the Membership List as a method of marketing commercial products or services to other Members. The distribution of unsolicited commercial e-mail (SPAM) to any Member(s) is strictly prohibited. In using the EPCWC site or Membership Directory, you are accepting the Terms of Use specified above.

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
  NAEPC Liaison
  Committee Chair
  EPCWC Newsletter Coodinator
  Committee Chair
  Community Outreach
88 records selected
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Member Name Address Contact Info

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

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

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

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

Joanna Rrezja

CFP®

Financial Planning Professional Group
Financial Advisor

 

Adam Rude, CFP®
Stratos Private Wealth

CIMA®

Financial Planning Professional Group
Principal

 

2900 Westchester Ave.
Suite 308
Purchase, NY 10577

9144286440
E-mail

Patricia Rusch Bellucci
Law Office of Patricia Rusch Bellucci, PLLC

Law Group
Managing Partner and Owner

 

E-mail

Elyse L. Schajer, Esq., AEP®
Federman Steifman LLP

Esq.

Law Group
Partner

 

Federman Steifman LLP, 220 East 42nd Street, 25th Floor
New York, NY 10017

212-994-9963
E-mail

Miriam Scholl
Westchester Elder Care Consultants, LLC

Affiliated Professional Group

 

333 Chase Court
Ossining, NY 10562

914-923-1582
E-mail

Bianca Schuman
HTG Advisors

Financial Planning Professional Group

 

E-mail

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