Stephanie DumaEstate Administrator

    Prior to joining the firm as an estate administrator and tax preparer, Stephanie worked as a Bank Trust Officer. She brings to the firm advanced knowledge of estate and trust administration and taxation. Stephanie’s experience and commitment brings valuable service to the firm’s clients.

    Stephanie is a graduate of Hudson Valley Community College and holds an Associate’s Degree in Accounting. Throughout her career, she has earned certificates from the Albany Institute of Banking in Banking and Trust Administration, NYS Bankers Association in Estate and Trust Administration and Taxation, the Practicing Law Institute in Estate Taxation and the State University of NY at Albany in Taxation in Estate Trust, Personal and Gift.

    Stephanie enjoys reading, cooking, bowling, golfing, and spending time with her family.

    Contact Stephanie

    Courtney DavisCarol Gascoyne