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

December 5, 2018

Continuing Care Retirement Communities and Lifecare Options in NYS

Michelle Gramoglia President and CEO Woodland Pond

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils