Professional Advisors Society
This society recognizes those legal and financial advisors for their commitment to our community and for their efforts to advance and encourage charitable giving throughout the region.
Tracy L. Badgley, CPA – Goldstein, Karlewicz & Goldstein, LLP
James Biagi, Esq.
Jacob Brett – Focused Wealth Management
Susan Brown Otto, CPA – International Tax Advisory Services, LLC
James Bufalo – Northwestern Mutual
Grace Caporale – Harness Caporale
Ryan J. Coakley, CPFA – The Kendrick-Collesano Financial Group
Corinne Cody, CPA – Judelson, Giordano & Siegel CPA, PC
Austin DuBois, Esq. – Blustein, Shapiro, Rich & Barone, LLP
Frank Dwyer – Rhinebeck Asset Management
Linda Hannigan – Sedore & Co.
Jeremy Havens, Esq. – Havens Law Firm
Martin Hersh, Esq. – Martin Hersh, Esq.
Scott Lask – The Scott Lask Wealth Mangament Group
Kevin Mulqueen, CLU, ChFC, CFP – New York Life Insurance Company
Jonathan Rouis, CPA – Rouis & Company, LLP
Tiombe Tallie-Carter, Esq. – Tallie Carter Law
Rob Unger, CPA, CFE – Judelson, Giordano & Siegel, CPA, PC
Deborah Weisman-Estis, Esq. – Rider, Weiner & Frankel, PC
There are no upcoming events.
- CFOS Closes Successful Fiscal Year of Giving and Announces Michael Bonura as New Chairman of Board of Directors
- Orange and Sullivan COVID-19 Response Fund Grants are Available Through CFOS
- Orange and Sullivan COVID-19 Response Fund Addressing Escalating Needs
- Hudson Valley Gives Raises Half a Million Dollars for 145 Local Nonprofits with Virtual Fundraising Day
- Hudson Valley Gives Provides 134 Nonprofits With a Virtual Fundraising Day