Past Presidents

Immediate Past President

Andrew J. Cavaliere, CLTC, CSA

Keystone Financial Advisors, LLC

914-682-2190

Email: acavaliere@keystonefa.com 

Past President

Daniel A Jacobius, CFP®, LUTCF, CLTC

Barnum Financial Group

914-372-2874

Email: djacobius1@barnumfg.com

Past President

Anthony G Di Maria, Esq.

Dolgetta Law, PLLC

845-225-1100

Email: adimaria@dolgettalaw.com

Past President

Nancy Gould

LTC Financial Partners

914-242-3250

Email: Nancy.gould@ltcfp.net

Past President

James T. Meyer, Esq.

Meyer & Spencer, PC

914-238-2860

Email: jmeyer@meyer-spencer.com

Past President

Valorie J Promisel, Esq., AEP®, MBA

Law Office of Valorie Promisel

914-245-3636

Email: VPromisel@msn.com

Past President

William D Winters

Tompkins Financial Advisors

914-946-1277

Email: bwinters@tompkinsfinancialadvisors.com

Past President

John P Genn, III, CTFA, AEP®

Tompkins Trust Company

845-654-0211

Email: jgenn@tompkinsfinancial.com