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 20 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, EA

Certified Public Accountant & Enrolled Agent

(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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Ann Doyle

Medicaid Specialist, CSSD

516-692-2744

adoyle@stefanslawgroup.com

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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Caroline Ramos

Paralegal

516-692-2744

Caroline Ramos joined Stefans Law Group in 2022, shortly after graduating from St. John’s University. Ms. Ramos has experience in the field of Estate Planning through her previous job, where she worked alongside attorneys...
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Christina Sammartino, Esq.

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 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...

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