enfrdeitptes

Officers

2019-2020

Estate Planning Council of Rochester has 6 registered members
President
Lynn M. Carleton
Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors
585-419-8359
1st Vice President Regular Programs
Lorraine P. Wolch
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
585-586-8830
47
2nd Vice President Special Programs
Don H. Twietmeyer
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
585-454-2181
123
Secretary
Elizabeth A. Thorley
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453
Treasurer
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
x 50666
Past President
Kevin Best
Kevin Best
CFP, AEP®
BEST TIMES Financial Planning, Inc.
585-350-7203
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