Leadership - Hudson Valley Estate Planning Council

	HUDSON VALLEY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Melissa Manna-Williams, Esq. Rusk, Wadlin, Heppner & Martuscello, LLP 845-236-4411 Send Message to Member
	1st Vice President John P. Genn, III Tompkins Trust Company 845-296-0150 x 30770 Send Message to Member
	2nd Vice President Deborah W. Estis, Esq. Rider, Weiner & Frankel, P.C. 845-562-9100 Send Message to Member
	Secretary Michael M. Rundle, CFP® Hudson Valley Investment Advisors, LLC 845-294-6127 Send Message to Member
	Treasurer Albert J. DeLorenzo, Jr., CFP®, AEP® DeLorenzo Financial Planning Associates 845-564-3654 Send Message to Member
	Immediate Past President Sarita Bhandarkar, Esq. Bhandarkar Law, P.C. 845-533-5366 Send Message to Member
	Director Mellany Bagtas, CFP®, CRPC® Morgan Stanley Wealth Management 914-225-0767 Send Message to Member
	Director Mary Fern Breheney, Esq. Glenn & Breheney, PLLC 845-561-1951 Send Message to Member
	Director Matthew J. Caruso, AIF®, CFP®, ChFC® WealthTrust Asset Management 845-445-1500 Send Message to Member
	Director Sally J. Cross, CFRE Community Foundations of the Hudson Valley 845-452-3077 Send Message to Member
	Director Scott M. Lask, CWS The Scott Lask Wealth Management Group, LLC 845-774-2745 Send Message to Member
	Director Michael Markhoff, Esq. Danziger & Markhoff. LLP 914-948-1556 Send Message to Member
	Director Christopher E. Melley, CPA Nugent & Haeussler, PC 845-457-1100 Send Message to Member
	Director Heather Oboda, CPA Citrin Cooperman 914-949-2990 Send Message to Member
	Director Eileen V. Osterby, Vice President/Trust Officer Orange Bank & Trust Company 845-341-5038 Send Message to Member
	Director Richard J. Shapiro, J.D., CELA Blustein, Shapiro, Rich & Barone, LLP 845-291-0011 Send Message to Member
	Director Stefanie A. Sovak, Esq. Law Offices of Stefanie A. Sovak 845-534-3334 Send Message to Member
	Director Kyle A. Steller, ESQ Mackey Butts & Wise LLP 845.452.4000 Send Message to Member
	Administrator Jeanne M. Reese DeLorenzo Financial Planning Associates 845-564-3654 Send Message to Member

UPCOMING EVENTS

September 20, 2018

"Bonds Are Different"

Chris Norris, CFA, CIMA®

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils