enfrdeitptes

Officers

2020-2021

Estate Planning Council of Rochester has 6 registered members
President
Lorraine P. Wolch
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
585-586-8830
47
1st Vice President Regular Programs
Don H. Twietmeyer
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
585-454-2181
123
2nd Vice President Special Programs
Elizabeth A. Thorley
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453
Secretary
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
x 50666
Treasurer
Mary Szabat
Mary Szabat
CFP
Key Private Bank
716-819-5906
Past President
Lynn M. Carleton
Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors
585-419-8359
Powered by Community Builder

Platinum Sponsors

Best Times Financial Planning
CNB - Wealth Management
ESL Trust Services
Finger Lakes Financial Services, Inc.
Thorley Wealth Management
Go to top
JSN Boot template designed by JoomlaShine.com