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

George S Sinnott
Sinnott Wealth Management

CLU, ChFC, AEP

Financial Planning Professional Group
President

 

555 Taxter Road, Suite 190
Elmsford, NY 10523

(914) 909-1524
E-mail

Paul J. Tramontozzi
Stratos Wealth Partners

CFP

Financial Planning Professional Group
Wealth Advisor

 

660 White Plains Rd
Suite 530
Tarrytown, NY 10591

914-996-7505
E-mail

Randall Watsek
Raymond James

CFP, CFA, CEPA

Financial Planning Professional Group
Financial Advisor

 

E-mail

Gabe Wolosky
Prager Metis CPAs, LLC

CPA

Accountancy Group
Partner

 

14 Penn Plaza - 18th Floor
New York, NY 10122

(212) 643-0099 ext. 10275
E-mail

Yvette-Michelle Wynn

CPF License

CFP

Financial Planning Professional Group

 

1 Park Lane, Apt 6E
Fleetwood, NY 10552

9143166507
E-mail

Bonnie Yam

Affiliated Professionals Group

 

E-mail

Carolyn Yun
Hollow Brook Wealth Management

CPA, CFP

Financial Planning Professional Group
Client Advisor

 

152 Bedford Road
Second Floor
Katonah, NY 10536

212-364-1843
E-mail

Michael A. Ziminsky
Tompkins Financial Advisors

Financial Planning Professional Group
Assistant Vice President | Trust Officer

 

293 Lexington Avenue
Mount Kisco, NY 10549

914-461-0384
E-mail

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