Broker Check

Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

Team

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.

Marilyn Stefans, EA, CFP®

Owner & Registered Representative

(516) 692-2744

(516) 692-2746

stefansm@ceteranetworks.com

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...

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Donna M. Stefans, Esq., AIF®

Lead Attorney & Registered Representative

(516) 692-2744

(516) 692-2746

stefansd@ceteranetworks.com

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 23 years of experience in Elder Law, Estate Planning, Retirement Income Planning..

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Tom Brucia, CFP®

Certified Financial Planner

(516) 692-2744

(516) 692-2746

bruciat@ceteranetworks.com

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.

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Mary Lou Browne-Fekert, CPA

Certified Public Accountant

(516) 692-2744

(516) 692-2746

brownefekertm@ceteranetworks.com

Mary Lou Browne-Fekert is a Certified Public Accountant who has been with Summit Tax Advisors for over 15 years.

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Henry Grabkowitz, EA, NTPI Fellow

Enrolled Agent

(516) 692-2744

(516) 692-2746

grabkowitzh@ceteranetworks.com

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...

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Karen Muir Young, Esq.

Sr. Associate Attorney

(516) 692-2744

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...

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Amy Rahaman

Paralegal

516-692-2744

Amy is a dedicated Paralegal on our staff, bringing a wealth of experience from over 10 years of service with the Postal Service. Motivated by a passion for the legal field,  she embarked on a new educational journey and is...
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Ann Doyle

Medicaid Specialist, CSSD

516-692-2744

Ann Doyle has been a Social Worker since 1979. She has worked in the healthcare industry including hospitals, nursing homes and home care agencies. She is focused primarily on the needs of the geriatric population and the entitlements...

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Christina Sammartino, Esq.

Associate Attorney

516-692-2744

516-692-2746

After earning her Bachelor of Science Degree in legal studies in business from Hofstra University, Christina A. Sammartino obtained her law degree from Pace University School of Law. She is admitted to practice law in both the state of...

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Lauren Reilly

Marketing & Event Coordinator

516-692-2744

reillyl@ceteranetworks.com

Lauren Reilly is a versatile communications professional with a wealth of experience across traditional, digital, and social media platforms. Her dynamic career has traversed diverse industries, including entertainment, non-profit...
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Marisa Garcia

Investment Associate

516-692-2744

garciam@ceteranetworks.com

Marisa has been a Senior Registered Associate in the Financial Industry for over 38 years. She has extensive experience in trading, fixed income, domestic/foreign, and options. Throughout her career, Marisa has attended to...

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Neha Barot

Certified Tax Preparer & Office Manager

516-692-2744

barotn@ceteranetworks.com

Neha has over 20 years of experience in Finance and Accounting, working in various industries, including startups, managing finance and operations. She has extensive knowledge of the preparation of financial statements, budgets, and...
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