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 – New Horizons Asset Management Group, LLC
Steven DeMundo – New York Life Insurance Company
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

Jun
23
Sat
2018
We Have Your 6 2nd Annual Pledge Run @ Rider Trendz
Jun 23 @ 9:00 am – 5:00 pm

Jul
9
Mon
2018
1st Annual Christine Thomas Memorial Foundation Golf Tournament @ West Hills Country Club
Jul 9 @ 11:00 am

Use the button below to purchase Golf Tickets:


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Golfer name(s)



Use the button below to purchase Dinner Tickets:


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 Use the button below to become a sponsor:


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To pay via check, please click here to fill out a form and make checks payable to
“CFOS – Christine Thomas Memorial Foundation.”
Jul
16
Mon
2018
1st Annual Brian Strommer II Fund Memorial Golf Outing @ Otterkill Golf Club
Jul 16 @ 10:30 am – 10:00 pm
Sep
24
Mon
2018
We Have Your 6 – Golf Fundraiser to Help Veterans with PTSD @ Wiltwyck Country Club
Sep 24 @ 8:30 am

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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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