Member Directory

An Important Notice Regarding Our Online Membership Directory:

Terms of Use: The Membership Directory of the Estate Planning Council of Westchester County, Inc. (EPCWC) is provided as a service for use by its Members. Third-party use by non-Members is strictly prohibited. Members may use the Directory for the sole purpose of contacting, discussing and networking with other Members. The Membership List may not be used by any non-EPCWC Member, and may not be rented, sold, licensed or otherwise transmitted to any third-party for any purpose. Members are strictly prohibited from using the Membership List as a method of marketing commercial products or services to other Members. The distribution of unsolicited commercial e-mail (SPAM) to any Member(s) is strictly prohibited. In using the EPCWC site or Membership Directory, you are accepting the Terms of Use specified above.

Board of Directors

  Select All / None
  President
  Vice President
  Treasurer
  Secretary
  Immediate Past President
  Director
  Website Administrator

Committee Chairs

  Select All / None
  Bylaws Committee
  Program Committee
  Event Management Committee
  Marketing Committee
  Marketing - Sponsorship
  Marketing - Digital
  Marketing - New Member Development
  Marketing - Community Outreach
  Continuing Education Committee
  Membership Committee
  Nominating Committee
  Networking Committee
  NAEPC Liason
  EPCWC Newsletter Coodinator

Discipline Group

  Select All / None
  Accountancy Group
  Affiliated Professional Group
  Emerging Advisors Group
  Financial Planning Professional Group
  General
  Law Group
  Website Administrator

Member Groups

  Select All / None
  Core Group Members
  Emerging and Affiliated Members
  Student Members
  Administrator
  Nominating Committee
  Committee Chair
  Bylaws Committee
  Committee Chair
  Committee Member
  Program Committee
  Committee Chair
  Committee Member
  Program Committee - Next Year
  Committee Chair
  Event Planning Committee
  Committee Chair
  Committee Member
  Networking Committee
  Committee Chair
  Committee Member
  Marketing Committee
  Sponsorship Committee
  Committee Chair
  Committee Member
  Digital Marketing Committee
  Committee Chair
  Committee Member
  Membership Committee
  Committee Chair
  Committee Member
  Continuing Education Coordinators
  Committee Chair
  Committee Member
  New Member Development Committee
  Committee Chair
  Committee Member
  Check-In Coordinator
  Committee Chair
  Committee Member
  NAEPC Liaison
  Committee Chair
  EPCWC Newsletter Coodinator
  Committee Chair
  Committee Member
  Community Outreach
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Member Name Company Phone
Affiliated Professional Group

Bonnie Yam

Affiliated Professionals Group

Emerging Advisors Group

Dimitrios Alissandratos

Emerging Advisors Group

Relationship Advisor

Northern Trust

Matthew Mattesi

Emerging Advisors Group

Danziger & Markhoff LLP

Financial Planning Professional Group

Kristin J. Ashman

JD

Financial Planning Professional Group

Managing Director

RBC Wealth Management

212-703-8002

Thomas Ausfahl

CFP®

Financial Planning Professional Group

Principal and Wealth Manager

Modera Wealth Management

917-338-0948

Bonnie Jackson Boyce

CTFA

Financial Planning Professional Group

Vice President, Senior Trust Officer

Fiduciary Trust Company International

212-632-3396

Joanne K. Brady

CFP, CLU, ChFC

Financial Planning Professional Group

Northwestern Mutual Financial Network

(212) 812-0566

Hilda Cabrera

Financial Planning Professional Group

Advocacy Trust

646-737-4375

Michael Caputo

MSFS, AEP

Financial Planning Professional Group

National Wealth Advisors, Inc.

(914) 729-1105

Nicholas M. Colombo

CFP®, CEPA®

Financial Planning Professional Group

Financial Advisor

Edward Jones - Armonk

914-769-0540

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Estate Planning Council of Westchester County
333 Mamaroneck Avenue #330
White Plains, NY 10605