2008 Officers & Board of Directors
Lauren Prince, CFP®,CFS,CDFA
Chairwoman & Director, Forum

Prince Financial Advisory

275 Madison Avenue
32nd Fl 
New York, NY 10016

212-
286-1372

212-573-0439

lauren@lprince.com

James Tissot, CFP®
President

Prism Planning, Inc
165 W 46th St
Ste 707
New York, NY 10036-2501
212-354-7164
212-658-9583
jtissot@prismplanning.com

Clifford Michaels, CFP®,MBA
President-Elect

Institutional Investment Advisors Corp
29 W 38th St
14th Fl
New York, NY 10018-5504
212-869-7266
212-768-9473
stkoprator@aol.com

Jerry Palumberi, CPA
Treasurer/Secretary

Gruber Palumberi Raffaele, PC
7 Penn Plz

Ste 310

New York, NY 10001-3967

212-532-8261

212-532-9707
jerry@gprcpa.com


George L. Bischof
Director, Allied Professionals

The Law Office of George L. Bischof
230 Park Ave
Ste 2525
New York, NY 10169-2525

212-867-9120

212-867-9128

george@bischoflegal.com


David J. Bloom, CFP®, JD
Director, Public Awareness

JPMorgan Private Client Services

173 W. 81st Street

New York, NY  10024

212-648-1022

David.J.Bloom@jpmorgan.com


Scott Brewster, CFP®,MBA,EA
Director, Technology

Brewster Financial Planning, LLC

618 Carroll St

3rd Fl

Brooklyn, NY 11215-1118

646-249-9880

646-219-6423
scott@brewsterfp.com

 


Anthony Canale, CFP®, MBA
Director, Pro Bono -Training & Presentations

1902 Whitestone Expy

Ste 304

Whitestone, NY 11357-3099

718-767-1240

718-746-3301

antcan@verizon.net

Kevin J. Donnelly, CFP®
Director, Events Management

K.J. Donnelly & Co, Inc

111 E 85th St

Ste 14C

New York, NY  10028

212-996-3535

212-289-2889

kjdplan@aol.com

Thomas J. Gillespie, CFP®
Director, Pro Bono - Partner Recruitment and Retention & Volunteer Recruitment

Kolbrenner & Alexander

15 Valley Dr
Greenwich, CT 06831
203-869-3199
203-869-4744

tompie45@gmail.com

Devika Kamboh, MBA, CLTC
Director, Membership

Kamboh Financial Planning

1 Penn Plz
Ste 409

New York, NY 10019-0002

212-560-4555

212-560-4685

devikak@yahoo.com


Gail Linn, CFP®, LUTCF
Director, Education - Practitioners

Strategic Planning Group

260 Madison Ave

10th Fl

New York, NY  10016

646-227-5079

212-413-4594

glinn@metlife.com

Ronald S. Palastro, ChFC,CFP®,CLU,CSA
Director, Communications/ Marketing

R.S. Palastro Financial Planning Service

1440 61st St

Brooklyn, NY  11219-5407

718-633-9500

718-438-0570
ron@rpalastro.com


Eleanor Peterkin, CFP®,CIMA
Director, Special Events

EFP Consulting
12 E 86th St

New York, NY  10028-0506

212-861-7329

efpeterkin@earthlink.net

Kathleen Piaggesi, CFP®
Director, Government Relations

K/A/P Planning Advisory

18 Fairview Rd

Scarsdale, NY 10583-2136

914-472-5437
914-472-0532

kappa06@optonline.net

Anthony F. Rizzuto, CFP®,CLU
Director, Succession Planning

Ameriprise Financial Services, Inc

230 Park Ave

Ste 808

New York, NY 10169-0814

646-378-4540

646-378-4601

anthony.f.rizzuto@ampf.com

Patricia R. Sawyers, CFP®
Director, Pro Bono – Calendar & Assignments

Mutual of America

165 Broadway

46th Fl

New York, NY 10006

212-587-9045

212-587-9036
prsawyers@yahoo.com


Alan Schoenberger
Director, Mentoring

Endeavor Financial Planning LLC
11 White Deer Ct

Huntington, NY  11743-2941

212-704-4493
888-323-3097

alan.schoenberger@gmail.com


William J. Supper, CFP®,MBA
Director, Public Relations

Massey Quick

360 Mount Kemble Ave

Morristown, NJ  07960-6655

973-525-1028

973-525-1100

bill.supper@masseyquick.com

Robert M. Wander, CFP®,MBA
Director, Education

Wander Financial Services

270 Madison Ave

Ste 1501

New York, NY  10016-0601

646-435-6327

646-219-7766

robert.wander@wanderfinancial.com


Thomas A. Whitford, CTFA
Director, Sponsor Development/Retention

Whitford Consulting

3304 Avenue P

Brooklyn, NY  11234

718-336-0033

718-339-3545

whitfordconsult@aol.com

Maria Eckert
Chapter Executive

551 Valley Road #358

Upper Montclair, NJ 07043

877-773-7269
212-658-9880

maria.eckert@earthlink.net


551 Valley Road #358 Upper Montclair, NJ 07043
Phone - 877-773-7269 Fax - 212-658-9880  
respond@fpany.org