Leadership Team

President
Todd Cymbol

Vice President
Neha Bhalani

Secretary/Treasurer
Martyn Gallina-Jones

Membership Committee
Helene Pangalos
Natalie Kaminski
Stephen Goldstein
Jacob Gordon

Visitor Hosts
Ashley Ingwer
David Drucker
Naomi Halpern
Toral Gathani

Educational Coordinator
All Members

Mentor Coordinators
Elise Langsam
Stefan Greenberg

Event Coordinator
Daniel O’Connor

Growth Coordinator
Ilan Weiser

Marketing & Roster Coordinator
Rick Biolsi

Revenue & Birthday Coordinator
Natalie Kaminski

Time Coordinator
Toral Gathani

Zoom Information Program Coordinator
Stephen Goldstein

Chapter Webmaster
Jacob Gordon

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Jacob Gordon
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Financial Planner
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New York Financial Organizers

Greater New York City
Five Boroughs
Westchester
Long Island

917-945-0912

I help seniors and high net-worth individuals manage their personal finances. From making and maintaining a simple budget to providing bookkeeping and fiduciary services to assisting in obtaining and managing Medicaid status, we make sure that our clients have financial peace of mind. 

 

We work in tandem with elder law and trust and estate attorneys, geriatric care managers, CPAs, home health care agencies and others to make sure that our clients finances are protected, maintained and up-to-date for themselves and their families to feel at ease.

Leadership Team

President
Todd Cymbol

Vice President
Neha Bhalani

Secretary/Treasurer
Martyn Gallina-Jones

Membership Committee
Helene Pangalos
Natalie Kaminski
Stephen Goldstein
Jacob Gordon

Visitor Hosts
Ashley Ingwer
David Drucker
Naomi Halpern
Toral Gathani

Educational Coordinator
All Members

Mentor Coordinators
Elise Langsam
Stefan Greenberg

Event Coordinator
Daniel O’Connor

Growth Coordinator
Ilan Weiser

Marketing & Roster Coordinator
Rick Biolsi

Revenue & Birthday Coordinator
Natalie Kaminski

Time Coordinator
Toral Gathani

Zoom Information Program Coordinator
Stephen Goldstein

Chapter Webmaster
Jacob Gordon