Connecting People Who Care with Causes that Matter

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
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

Upcoming Events

Nov
3
Sat
2018
Pillars of the Community Awards Gala @ Anthony's Pier 9
Nov 3 @ 6:00 pm – 11:00 pm

Nineteenth Annual
Pillars of the Community Awards Gala
Saturday, November 3, 2018 at 6PM
at Anthony’s Pier 9

Lifetime Achievement Honoree
Raena Endick Korenman
Newburgh Enlarged City School District – Retired
Women’s Health Champion

Distinguished Service Honorees
David M. Hoovler, Esq.
Orange County District Attorney

Orange Regional Medical Center
Improving the Health of our Community

Nov
14
Wed
2018
Annual Reception @ Anthony's Pier 9
Nov 14 @ 5:30 pm – 8:30 pm

Nov
27
Tue
2018
New York Gives Day
Nov 27 all-day

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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
e-mail us

Text CFOSNY to 22828 to sign up for our mailing list - Message and data rates may apply
Text CFOSNY to 22828 to sign up for our mailing list – Message and data rates may apply

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