Officers

2022-2023

Estate Planning Council of Rochester has 6 registered members
President
Elizabeth A. Thorley
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453

1st Vice President Regular Programs
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
Ext x 50666

2nd Vice President Special Programs
Mary Szabat
Mary Szabat
CFP
Key Private Bank
716-819-5906

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

Treasurer
Richard A. Marchese, Jr.
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
987-2859

Past President
Don H. Twietmeyer
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
585-454-2181
Ext 123

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Platinum Sponsors

Canadaigua National Bank
Mapstone Veritas
EFPR Group, LLP
Key Private Bank
https://www.trevettcristo.com/
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