THE FINANCIAL PLANNING ASSOCIATION
of the GREATER HUDSON VALLEY
The home for Financial Planners in:
Westchester, Rockland, Putnam, and Dutchess Counties
The Financial Planning Association (FPA) is an indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP) Professionals. Simply put, we are the community that works together to elevate individual financial planners, regardless of practice type, and the financial planning profession as a whole. We believe true financial planners provide an invaluable, critical service to society, and that CFP® professionals lead the way in the commitment to raise the bar for the clients they serve.
WE ARE ONE CHAPTER OF A NATIONAL ORGANIZATION
Board of Directors
Laura A. Medigovich, CFP®, CTFA, ChFC, CMC
President
The President sets the direction for our organization each year and works with the Immediate Past President to ensure a smooth transition of Chapter planning and operations.
William Brancaccio, CFP®
Chairman &
Programs Director
As immediate Past President, Bill ensures a smooth transition of leadership and guidance to new board members.
As Programs Director, he works with the President with the planning of recurring events such as chapter educational meetings and Industry Insights networking events.
David Lasco, CFP
NexGen & Sponsorships Director
NexGen is a community for the next generation of financial planners in Westchester County. Connect and share ideas with new and experienced advisors, and network with the next generation of allied professionals. Past events include wine and beer tastings, happy hours, and plenty of food.
David also works with our Programs Director in partnering with firms to support our local programming.
Thomas Ausfahl, CFP
Secretary &
Membership Director
As Secretary & New Membership Chair, Tom helps introduce new FPA Chapter members to the benefits of becoming an FPA member, both locally and nationally.
Andrew Horowitz, CFP
Treasurer
The Treasurer is responsible for the finances of the chapter, including budgeting, record keeping, and reimbursement.
Byrke J. Sestok, CFP®
Advocacy Director
The Advocacy Director serves as a communications liaison for national and state based FPA initiatives to communicate with our legislators. Past events attended include NY State Advocacy Day in Albany, National Advocacy Day in Washington, DC, and NYC Advocacy Day.
Joe A. Manno
Pro Bono Director
Volunteering in our Pro Bono efforts is a valuable way for financial planners to give back to their communities. Over the years, our chapter has participated in presentations and one-on-one consultations at Westchester Community College, Pace University, and Financial Literacy Day at West Point Academy.
Neil Lubarsky, Esq.
Allied Professionals Co-Director
Lori Somerville
Chapter Executive
Nicholas I. Quartarano CFP®
OneFPA Advisory Council Representative
OneFPA Advisory Council Representative
Alfie Schloss
Board Member at Large
THE FINANCIAL PLANNING ASSOCIATION
of the GREATER HUDSON VALLEY
The home for Financial Planners in:
Westchester, Rockland, Putnam, and Dutchess Counties
The Financial Planning Association (FPA) is an indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP) Professionals. Simply put, we are the community that works together to elevate individual financial planners, regardless of practice type, and the financial planning profession as a whole. We believe true financial planners provide an invaluable, critical service to society, and that CFP® professionals lead the way in the commitment to raise the bar for the clients they serve.
WE ARE ONE CHAPTER OF A NATIONAL ORGANIZATION
Board of Directors
Laura A. Medigovich, CFP®, CTFA, ChFC, CMC
President
The President sets the direction for our organization each year and works with the Immediate Past President to ensure a smooth transition of Chapter planning and operations.
William Brancaccio, CFP®
Chairman &
Programs Director
As immediate Past President, Bill ensures a smooth transition of leadership and guidance to new board members.
As Programs Director, he works with the President with the planning of recurring events such as chapter educational meetings and Industry Insights networking events.
David Lasco, CFP
NexGen & Sponsorships Director
NexGen is a community for the next generation of financial planners in Westchester County. Connect and share ideas with new and experienced advisors, and network with the next generation of allied professionals. Past events include wine and beer tastings, happy hours, and plenty of food.
David also works with our Programs Director in partnering with firms to support our local programming.
Thomas Ausfahl, CFP
Secretary &
Membership Director
As Secretary & New Membership Chair, Tom helps introduce new FPA Chapter members to the benefits of becoming an FPA member, both locally and nationally.
Andrew Horowitz, CFP
Treasurer
The Treasurer is responsible for the finances of the chapter, including budgeting, record keeping, and reimbursement.
Byrke J. Sestok, CFP®
Advocacy Director
The Advocacy Director serves as a communications liaison for national and state based FPA initiatives to communicate with our legislators. Past events attended include NY State Advocacy Day in Albany, National Advocacy Day in Washington, DC, and NYC Advocacy Day.
Joe A. Manno
Pro Bono Director
Volunteering in our Pro Bono efforts is a valuable way for financial planners to give back to their communities. Over the years, our chapter has participated in presentations and one-on-one consultations at Westchester Community College, Pace University, and Financial Literacy Day at West Point Academy.
Neil Lubarsky, Esq.
Allied Professionals Co-Director
Lori Somerville
Chapter Executive
Nicholas I. Quartarano CFP®
OneFPA Advisory Council Representative
OneFPA Advisory Council Representative
