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NAEPC News
Events
Events Calendar
Past Events
Directory
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Executive Committee
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Membership
Membership Benefits - Local
Member Benefits - National
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Membership Renewal
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2019-2020 Sponsors
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Members
Directory - printable PDF
219 members
Search criteria
First Name
Last Name
Designation
Company
City
Zip Code
Search results
Denise Kelly-Dohse
CFP
Canandaigua National Bank & Trust
Robert W. Kessler
Esq.
Woods, Oviatt, Gilman LLP
Laura A. King
Trust Officer
Canandaigua National Bank & Trust Company
Kevin D. Kinney
Trust Officer
Canandaigua National Bank & Trust Company
Victoria Kleehammer
CPA
EFPR Group LLP
Mark E. Kluge
CLU®, CAP®, AEP®
BlueMark Advisors
Sandra L. Kobel
CFP, CLU, ChFC
Kobel Financial Planning
John L. Kramer
CFP
Ameriprise Financial Services
Kenneth R. Kraus
Esq.
Evans & Fox, LLP
Richard A. Kroll
Esq.
Kroll Law Firm, LLP
Christopher T. Krutell
Esq.
Monroe County Surrogate's Court
Margaret Lavery
Anthony T. Lee
Esq.
Harter Secrest & Emery LLP
Scott Lefebre
CPA, PFS
Seneca Financial Advisors, LLC
Rebecca M. Leusch
Trust Officer
Canandaigua National Bank & Trust
James F. Lieb
CTFA
Canandaigua National Bank & Trust Company
Jon I. Lindboom
CFP
Exeter Trust Company
Jason P. Livingston
Esq.
Pullano & Farrow PLLC
Lori Locey
CPA
Gray Locey CPA PC
Ray Macera
Trust Officer
Russell J. Mandrino
Trust Officer
High Falls Advisors
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
Nicole M. Marro
Esq.
Bond, Schoeneck & King, PLLC
Anthony J. Mastrodonato
Esq.
Kaman, Berlove, Marafioti, Jacobstein & Goldman, LLP
Brian Mayeu
CFP, CLU, ChFC,CASL, RICP
The Mayeu Financial Group
Michael McConville
Esq.
McConville, Considine et.al.
Stanley E. McCormack
CLU, ChFC, MSFS
McCormack and Jones
Thomas McKay
CLU
Centra Financial Group, Inc.
Nancy A. McKinley
Esq.
Forsyth, Howe, O'Dwyer, Kalb & Murphy
Michael R. McNaughton
CFP, CLU, LUT, CLTC
OakWood Financial Services
Annie M. McQuilken
Fairport
NY
Richard J. Mengel
CPA
Mengel, Metzger, Barr & Co., LLP
Mark Mercer
CPA
Davie Kaplan, CPA, P.C.
Douglas K. Miller
CLU
Alliance Advisory Group Inc.
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
Elaine Moran
BTO
US Trust Bank of American
Stewart R. Moscov
CLU, ChFC
Heritage Financial Services, LLC
Timothy Muck
Esq.
Barclay Damon
David P. Munn
CFP
Riley Nichols & Munn
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust
Catherine Noble
CTFA, AEP®
Canandaigua National Bank & Trust Company
Dale Nower
CES, CFP(R), MS, APMA(R)
Ameriprise Financial Services
Kim Nugent
CFP(R)
Sage Rutty & Company, Inc.
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC
Donald J. Onimus
CPA
LPWolch, CPA's, P.C.
Robert Oppenheimer
Esq.
Chamberlain D'Amanda Oppenheimer & Greenfield LLP
Francis L. Ostrom, III
CFP
DKCB Financial Advisors, LLC
Bliss Owen
CPA
Gray Locey CPA, P.C.
Michael W. Palumbos
Douglas E. Parker, III
CFP
Sage Rutty & Company
Kathleen Parsons Roth
Francis Payne
CLU, ChFC
Mass Mutual
Audrey P. Peartree
Esq.
Harris Beach, PLLC
Alan J. Pecora
CPA, Esq.
Insero & Company, P.C.
Timothy Pellittiere
Esq.
Pellittiere & Jonsson, PLLC
Michael F. Pragel
CPA
Kasperski Dinan & Rink CPAs, LLC
Cynthia I. Proano
CFP
BlueMark Advisors
Nicholas Proukou
Esq.
Woods, Oviatt, Gilman LLP
Thomas Queri
ChFC
Financial Partners of Upstate NY
Larry H. Rabinowitz
CPA/PFS, CFP, CTFA
Forte Capital LLC
Edward C. Radin, III
Esq.
Bond, Schoeneck & King, PLLC
James W. Rahmlow
CPA
Mengel, Metzger, Barr & Co., LLP
Saulbert F. Rasnick
AVP, CTFA
JP Morgan Chase Bank, Retired
Leslie A. Rector
CISP
Exeter Trust Company
Brennan Redmond
Thomas P. Rheinstein
Esq.
Attorney at Law
Jacqueline Riorden
RP
ESL Trust Services
Yolanda Rios
Michael R. Rivers
Esq.
Rybak, Metzler & Grasso, LLP
Richard C. Rivers
CAE
The Rivers Organization
JoAnn Roberts
CTFA
Canandaigua National Bank & Trust Company
Michael P. Robinson
JD
Law Office of Michael Robinson, P.C.
Lou Rossetti
BTO
Canandaigua National Bank & Trust
Stephen A. Rossi
MBA, CFA, CFP
Canandaigua National Bank
Joy Ryen Plotnik
Esq.
Genesee Valley Trust Company
Bernard L. Salamone
Esq., CPA
Fischette & Salamone
Anthony G. Sandonato
CPA., Esq.
Mengel, Metzger, Barr & Co., LLP
Russell K. Schwartzbeck
CLU, ChFC, CFP
Northwestern Mutual Financial Network
Stephanie T. Seiffert
Esq.
Nixon Peabody LLP
Eileen C. Semmler
CPA, AEP
Bonadio & Co., LLP
William T. Sirianni
CPA
Fredericksen & Sirianni, LLP
Steven Solimano
CPA
Viele, Solimano & Swagler, CPA PC
Jonathan J. Spacher
CLU, ChFC
New York Life
David Stein
CLU
National Life Group
Nadja C. Steve
Esq.
JP Morgan Private Wealth Management
Luke Stuart
CFP
Centra Financial Group
Carol Sutter
CFP, ChFC
Ameriprise Financial Services
Ron Sutton
J.D., LL.M., CTFA
KeyBank National Association
Mary Szabat
BTO
Canandaigua National Bank & Trust Company
Cheryl M. Taylor
Commonwealth
James P. Terwilliger
CFPR
Canandaigua National Bank & Trust Company
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
Vincent J. Tomei III
CPA
EFP Rotenberg, LLP
Jason P. Torres
Esq.
Torres Law Office, P.C.
Jeanette Townsend
CPA
Davie Kaplan CPA, P.C.
James Traylor
CLU, ChFC, ChSNC
Upstate Special Needs Planning
Charles A. Treviso
CPA PFS CFE
Yaeger Treviso & Associates, Inc.
Don H. Twietmeyer
Esq., CPA
Trevett Cristo P.C.
David G. Urban
CLU, CFP
Northwestern Mutual Financial Network
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