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General Information | Continuing Education Credits | Speaker Bios | JCF’s Professional Advisory Network (PAN) | Register

About JCF's Professional Advisory Network (PAN)

The Professional Advisory Network (PAN) of the Jewish Community Foundation of MetroWest NJ (JCF) is comprised of attorneys, accountants, financial planners, trust officers, bankers, insurance and real estate professionals who advise JCF and counsel potential donors on the legal, tax and charitable aspects of gift planning. These professionals are ambassadors for JCF in our community.

PAN conducts various educational programs for the professional community and donors. These programs provide a forum for networking among professionals with related expertise and similar philanthropic interests as well as continuing education credits.

JCF’s professional staff stands ready to help you assist your clients achieve their philanthropic goals. We are glad to provide you with charitable calculations and customized gift planning materials that reflect and perpetuate your clients’ values.

Professional advisors in MetroWest (Essex, Morris, Sussex, and north Union) are invited to join PAN at no charge. Simply download and complete the PAN Enrollment Form to be added to our mailing list.

PAN Steering Committee

Jerome Deener, Esq., Deener, Hirsch & Shramenko, PC*
Sandra Brown Sherman, Esq., Riker Danzig Scherer Hyland & Perretti LLP*
*Co-Chairs, PAN Steering Committee

Gary R. Botwinick, Esq., Einhorn, Harris, Ascher, Barbarito & Frost, P.C.
 Steven A. Fishman, CLU, Norwood Financial Group, LLC
Michael N. Gooen, Esq., Lowenstein Sandler PC
Stephen A. Kepniss, CPA, JD, LLM, Stephen A. Kepniss & Associates, P.C.
Yale Levey, CFP®, Next Generation Wealth Planning, LLC
Jean S. Mandell, CFA, Family Wealth Management Group, LLC
Daniel B. Ramer, Stifel, Nicolaus & Company, Inc.
Michael R. Schechner, CLU, Schechner Lifson Corporation, Inc.
Stephanie Sherman, CFP®, Family Wealth Management Group, LLC
Andrew J. Stamelman, Esq., Riker Danzig Scherer Hyland & Perretti LLP