Woodbury, New York
137 Woodbury Road
Our experience, knowledge and personal care enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you pursue financial success.
Owner & Registered Representative
As a Registered Representative of Cetera Advisor Networks LLC, Marilyn Stefans offers full investment services and asset management with consideration of tax and other financial implications. Marilyn Stefans’ tax practice focuses...
Lead Attorney & Registered Representative
Founder and lead Estate & Elder Law attorney at Stefans Law Group PC. Wealth Management Advisor President of Summit Tax Advisors, Inc. Donna Stefans has over 20 years of experience in Elder Law, Estate Planning, Retirement Income Planning..
Certified Financial Planner
Tom Brucia is an experienced income tax preparer, a Registered Representative of Cetera Advisor Networks LLC and a CERTIFIED FINANCIAL PLANNER™ Professional with more than 30 years in the financial industry.
Certified Public Accountant & Enrolled Agent
Mary Lou Browne-Fekert is a Certified Public Accountant who has been with Summit Tax Advisors for over 15 years.
Henry Grabkowitz has over 35 years of income tax and accounting experience and is one of our in-house tax specialists. Henry grew up in Rochdale Village (possibly known to some as the site of the old Jamaica Racetrack) in Jamaica, New...
Sr. Associate Attorney
Karen Muir Young graduated from Touro Law Center with a Juris Doctor degree, and from Long Island University at CW Post College with a Bachelor of Fine Arts degree in Arts Management. At Touro Law she was president of the Environmental...
Medicaid Specialist, CSSD
Client Service Associate
Jaimee Stecker-Betts is an experienced Client Service Associate with Cetera Advisor Networks. Registrations and Designations: Series 7, 62 and 63 securities registrations She began her career as a Sales Assistant at Royce Investment Group..
Marketing & Event Coordinator
Lauren Reilly joined Wealth Advisory Associates as the marketing and event coordinator. Ms. Reilly has experience with traditional, digital and social media. Throughout her career she has had the opportunity to work in multiple...