George Kontogiannis concentrates his practice on representing individuals in trust and estate planning matters and on the administration of estates.  In conjunction with formulating estate plans, he has assisted numerous fiduciaries in administering of estates, including representing fiduciaries in all Surrogate's Court matters such as probate proceedings, accounting proceedings and other miscellaneous court actions.  George has also developed expertise in creating and advising charitable entities as well as in real property law.  He was graduated from Brooklyn Law School and is a member of Phi Delta Phi National Legal Honor Society as well as a CALI Award recipient.

Michele Lazzara combines a broad background with tax planning and training in working collaboratively to her accounting work for clients.  She is a Managing Director at CBIZ Marks Paneth and has spoken on a range of topics including collaborative dispute resolution and the tax implications of same-sex marriage. Michele provide practical and comprehensive planning, consulting and advisory services to clients in a variety of industries.  She particularly enjoys working hands-on with high net worth individuals and their family offices.  In addition to being a CPA with more than 20 years in public accounting, Michele holds the Chartered Global Management Accountant designation and was graduated from St. Thomas Aquinas College.

Julia Peloso-Barnes is instinctively a collaborative problem-solver and teacher.    As founder of Prism Planning and Solutions Group, she has built a team that focuses on clients' emotional needs as well as their financial goals and aspirations, combining both a structured financial planning process and a personal and compassionate client experience.  Julia is passionate in her belief that clients deserve to feel well taken care of, informed and secure and works with clients who value collaboration and strive to live authentically.  She earned an MBA from NYU Stern School of Business and is a member of Beta Gamma Sigma International Business Honor Society.  Julia currently serves on Hope's Door's Board of Directors as President and previously served on The Loft: The LGBTQ+ Community Services Center's Board of Directors, also as President.