Accounting/CPA's
Law
Victoria L. D'Angelo, Esq.
Gross Shuman, P.C.
Hodgson Russ LLP
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Brokerage
Sebastian Fasanello and Timothy Kane, Merrill Lynch
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Financial Planning
Peter A. Biltekoff, CRPC®
David H. Desmon, CFP®
Donald M. Kohnstamm, CLU, ChFC, CASL, CLTC, AIP
Peter D. Spira, CFP®
James J. Tyrpak, MSFS, CLU, ChFC, AEP
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Professional Associations
Association for Fundraising Professionals, WNY Chapter
Western New York Planned Giving Consortium, Inc.
Wealth Management
Therese M. Vita, JD, CFP®, CRPC®
Consultants
Robert W. Constantine, JD, MBA
Anthony N. Diina, Metro-Insight, Inc.
List of Professional Advisor Partners
WESTERN NEW YORK PLANNED GIVING CONSORTIUM
P.O. Box 1885 Buffalo, NY 14225 Phone: (716) 710-7110 [email protected]
