Leadership - Hudson Valley Estate Planning Council

	HUDSON VALLEY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Michael M. Rundle, CFP® Hudson Valley Investment Advisors, LLC 845-294-6127 Send Message to Member
	1st Vice President Programs Heather Oboda, CPA Citrin Cooperman 914-949-2990 Send Message to Member
	2nd Vice President Membership Nikki Regina, CFP®, CLU®, ChFC® Northwestern Mutual - Goshen, NY 8452941088 Send Message to Member
	Secretary Sally J Cross, CFRE SJ Cross Consulting 8454305524 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 Deborah W. Estis, Esq. Rider, Weiner & Frankel, P.C. 845-562-9100 Send Message to Member
	Director & Past President John P. Genn, III, CTFA, AEP®, MBA Tompkins Trust Company 845-296-0150 x 30770 Send Message to Member
	Director & Past President Melissa Manna-Williams, Esq. Cohen, Soloway & Wooldridge, P.C. 9149493411
	Director Matthew J. Caruso, AIF®, CFP®, ChFC® WealthTrust 845-445-1500 Send Message to Member
	Director Mehvish Maqbool, J.D. Blustein, Shapiro, Frank & Barone (845) 291-0011 Send Message to Member
	Director Wayne R. Quint, CFP® Quint Investments & Insurance Services 8453453628 Send Message to Member
	Director Lena Rizkallah Conte Wealth Advisors 917-578-8683 Send Message to Member
	Director Richard J. Shapiro, J.D., CELA® Blustein, Shapiro, Frank & 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 Michael A. Ziminsky Tompkins Financial Advisors (914) 946-1277 Send Message to Member
	Administrator Jeanne M. Reese Serene Capital Management and Solutions 845-987-0777 Send Message to Member