Contact Directory

Name ↕ Role ↕ Category ↕ Firm Email Website Phone Notes

🚨 Emergency / Priority Contacts

In case of emergency or upon death of Mike & Becky, contact these people first. See Upon Death for detailed instructions.

PriorityRoleContactPhoneEmail
1Family Office ManagerBill[Phone]
2Family Office OperationsMaria[Phone]
3Trust AttorneyAmy Kanyuk[Phone][email protected]
4Trust CompanyConcord Trust/IQ EQ[Phone]
5JP Morgan Advisor[Advisor Name][Phone]

Service Providers & Vendors

ServiceProviderWebsiteAccount/Policy #ContactLogin Info
401(K)EPIC Retirement Plan Servicesepicrps.comPlan ID: AFW[email protected]
Payroll1st Payroll Company1stpayroll.com
Fiduciary/Surety BondColonial Suretycolonialsurety.comExp: 1/26/2029201-949-1168
Workers Comp (NY)NYSIF / AmTrust#257457871-877-528-7878
Workers Comp (NH)Sequoia Ins CoQWC1321191
Workers Comp (CA)Sequoia Ins Co31205183
Disability (NY)AmTrust#7642870Paula Kathios, Brown & Brown: 603-424-9901