The Board Election was held on May 16, 2024.  The current Board was re-elected and we want to welcome Kelly M. Barry, Esq., LLM to the EFPCSNJ Board as Secretary.

The June 2024-June 2025 EFPCSNJ Board is listed below:

President: Sean Rice, CTFA - Garden State Trust Company
1st Vice President: Kristin L. Schmid, J.D., LL.M. - Kulzer & DiPadova, P.A.
2nd Vice President: Lediana Florence, CTFA – PNC Wealth Management
Treasurer: Rachel Kieser, CFP – Armanino
Secretary: Kelly M. Barry, Esq., LLM - Archer & Greiner PC
Immediate Past President: Matthew J. Carrozza, Wealth Director - BNY Mellon



It is with great honor that
The Estate and Financial Planning
Council of Southern New Jersey awards

Marty Babitz
BNY Mellon

the 2024 Founders' Award

Established in 2001, The Founders' Award is presented to an individual who has provided distinguished service to the estate and financial planning profession.

We are proud to honor Mr. Babitz's professional work and contributions with this award formally at the Installation and Awards dinner on the evening of Wednesday, June 19, 2024.


About Us

The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise.
For more information click here

EFPCSNJ Upcoming Events

Wednesday, June 19, 2024
EFPCSNJ Installation Dinner
Date:  Wednesday, June 19 2024
Time:  Starts at 5:45pm with networking and program starts at 6:15pm
Location:  Sapori in Collingswood, NJ

Archer & Greiner PC
BNY Mellon
Community Foundation of South Jersey
Garden State Trust Company
Kulzer & DiPadova, P.A.

There are three sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity


EFPCSNJ Sponsorship Opportunities

Interested in sponsoring an EFPCSNJ event? Please contact Abby Murray at [email protected] or 856-795-0551 today to learn more