Leadership

	ESTATE PLANNING COUNCIL OF ROCHESTER	MEMBER LOGIN
	MEMBER LOGIN

	President Maria E. Caton, CFP®, AAMS®, ChSNC Canandaigua National Bank & Trust Company 585-419-0670 x50666 Send Message to Member
	1st Vice President - Programs Mary C. Szabat, CFP® Send Message to Member
	2nd Vice President - Programs Victoria Kleehammer, CPA EFPR Group LLP 585-340-5154 Send Message to Member
	Treasurer Michael R. McNaughton, CFP®, CPWA®, CLU®, AIF®, CLTC® OakWood Financial Services 585-787-6870 Send Message to Member
	Secretary - Membership Richard A. Marchese, Jr., AEP®, Esq. Woods, Oviatt, Gilman LLP 585-987-2859 Send Message to Member
	Immediate Past President Elizabeth A. Thorley, MS, CFP®, CLU®, AIF®, AEP® Thorley Wealth Management, Inc. 585-512-8461 Send Message to Member
	Board Member Jamie Block, CFP®, CPA/PFS, CDFA®, EA, AEP® Mercer Advisors 585-532-7262
	Board Member Geoffrey Brougher, Esq., BTO Bank of America 585-546-9104 Send Message to Member
	Board Member Phillip W. Brown, JD Canandaigua National Bank & Trust 585-419-0670 x 50609 Send Message to Member
	Board Member Brittany Buffington, CFP® Elevatus Wealth Management 585-565-4459 Send Message to Member
	Board Member Brett Caroselli, MBA, CFP®, CLU® Mapstone Veritas Financial Group (585) 475-8419 Send Message to Member
	Board Member Barbara M. Clemons, CLU®, ChFC®, CFP®, CASL®, CTFA, AEP® ESL Investment Services 585-336-1217 Send Message to Member
	Board Member Michelle DiRenzo, CFP®, ChFC®, CDFA® Mapstone Veritas Financial Group 585-475-8443 Send Message to Member
	Board Member Diane Dolly Donnelly, Esq. Wilmington Trust 585-238-3520 Send Message to Member
	Board Member Ramona Green, CTFA Canandaigua National Bank & Trust Company 585-419-0670 x50616 Send Message to Member
	Board Member Jason P Livingston, Esq. Pullano & Farrow PLLC 15857304773 Send Message to Member
	Board Member Timothy Muck, Esq. Barclay Damon LLP 585-295-4471 Send Message to Member
	Board Member Bliss E. Owen, CPA Gray Locey CPA PLLC 585-244-8080 Send Message to Member
	Board Member Megan Rinaudo, CFP® Thorley Wealth Management, Inc. 585-512-8453 Send Message to Member
	Board Member Steven J Solimano, CPA Viele, Solimano, Swagler &Chapman; CPA, PC 585-232 Send Message to Member
	Board Member James Traylor, CLU®, ChFC®, ChSNC Rivent Partners 585-250-1984 Send Message to Member

Leadership

President

1st Vice President - Programs

2nd Vice President - Programs

Treasurer

Secretary - Membership

Immediate Past President

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National Association of Estate Planners & Councils