Officers

2020-2021

Estate Planning Council of Rochester has 6 registered members
President
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
585-586-8830
Ext 47

1st Vice President Regular Programs
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
585-454-2181
Ext 123

2nd Vice President Special Programs
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453

Secretary
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
Ext x 50666

Treasurer
Mary Szabat
CFP
Key Private Bank
716-819-5906

Past President
Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors
585-419-8359

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