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Montefiore Professional Advisors Board

Montefiore’s Professional Advisors includes attorneys, accountants, financial planners, stockbrokers, trust officers, money managers, insurance advisors, real estate professionals, bankers, appraisers and others who work in a charitable gift planning advisory role.

In addition to networking opportunities for its members, we plan to call on our advisors to provide educational talks to our trustees as a regular component of board meetings and community forums on their areas of expertise at both Montefiore and The Weils.

Montefiore and The Weils joint logo

Click here to learn about changes in IRA Rollover rules for 2012 and 2013.

Professional Advisors

Barbara Bellin Janovitz, Chair
Reminger Co., LPA

David G. Millet, Event Chair
The Westerman Group, LLC

Rebecca Bar-Shain, Financial Planner
Cedar Brook Financial Partners, LLC

Sandra J. Buzney, J.D., LISW
Sandra J. Buzney, CO LPA

Greg S. Cowan, CPA, CFP
Bernstein Wealth Management

Bruce E. Cweiber,
Precision Title Agency, Inc.

Grant Davis, Senior VP
The WealthCare Group of Raymond James

Elaine B. Eisner, J.D.
Eisner Gohn Group

Howard S. Essner, J.D.

Scott Fischer, Senior Financial Advisor
Merrill Lynch

Alan Goldstine, CPA
Libman, Goldstine, Kopperman & Wolf

Andrew W. Hoffmann, VP
Cosmo Corporation

Barbara Bellin Janovitz, Esq.
Reminger Co., LPA

Robert M. Lustig, Esq.
Lustig, Evans & Lucas Co.

Larry Mack, Executive VP
Key Bank

Lisa Michel, J.D., CETA
Key Bank

David G. Millet, Esq., VP
The Westerman Group LLC

Lisa Wheeler Neely, Senior Relationship Manager
The Proper Analysis

David Orloff
The Oswald Company

Nancy Polk, CPA
David L. Polk & Company

David Polk, CPA
David L. Polk & Company

Dale Rubin, LUTCF
Beacon Financial Partners

Donald S. Scherzer, Partner
Roetzel & Andress, LPA

Brad Schlang, CFP
Cedar Brook Financial Partners, LLC

Dennis Schwartz, VP
The WealthCare Group of Raymond James

Walter S. Schwartz, Managing Director
Merrill Lynch

Andrea H. Sheets, CPA
Zinner & Co

Marty Weisblatt, Esq.

Frederick N. Widen, Partner
Ulmer & Berne