Officers

2021-2022

Estate Planning Council of Rochester has 6 registered members
President
Don H. Twietmeyer
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
585-454-2181
Ext 123

1st Vice President Regular Programs
Elizabeth A. Thorley
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453

2nd Vice President Special Programs
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
Ext x 50666

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

Treasurer
Victoria Kleehammer
Victoria Kleehammer
CPA
EFPR Group LLP
340-5154

Past President
Lorraine P. Wolch
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
585-586-8830
Ext 47

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