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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

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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
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Text CFOSNY to 22828 to sign up for our mailing list – Message and data rates may apply

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