Officers

2023-2024

Estate Planning Council of Rochester has 6 registered members
President
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
Ext x 50666

1st Vice President Regular Programs
Mary Szabat
Mary Szabat
CFP, AEP
Key Private Bank
716-819-5906

2nd Vice President Special Programs
Victoria Kleehammer
Victoria Kleehammer
CPA
EFPR Group LLP
340-5154

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

Treasurer
Michael R. McNaughton
Michael R. McNaughton
CFP®, CPWA®, CLU®, CLTC, AIF®
OakWood Financial Services
(585) 787-6870

Past President
Elizabeth A. Thorley
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453

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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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