enfrdeitptes

Members

Estate Planning Council of Rochester has 258 registered members

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Genie Ackerly
Mengel, Metzger, Barr & Co., LLP
John Adamczuk
Crossbridge Financial Group, LLC
Edward F. Adams
Mengel, Metzger, Barr & Co., LLP
Amanda C. Agins
Harris Beach PLLC
David E. Anderson
Lacy Katzen LLP
Richard E. Anderson
CLU, ChFC, CASL, CFP, AEP, MSFS
Northwestern Mutual
Gerard G. Antetomaso
Gerard G. Antetomaso P.C.
Michael Argaman
CLU, ChFC, ChSNC
MassMutual
Janet A. Arnold
Steuben Trust Company
Wallace F. Ashnault
Wickins & Ashnault
Ronald J. Axelrod
Ronald J. Axelrod & Associates, P.C.
James R. Ayers
The Greater New York Group
Dustin Baker
CFP, ChFC, RICP
ESL Investment Services
Robert J. Baldes, Jr.
CLU, ChFC, AEP®
Wealth Strategies & Solutions, Ltd.
Elizabeth A. Barrett
APEX Advisers, LLC
Stephen G. Beal
CLU, ChFC, CASL
Northwestern Mutual
Joshua B Beisker
Senior Counsel
Underberg & Kessler LLP
Michael T. Belgiorno
Belgiorno Law
Jacquelyn M Bell
Jacquelyn M. Bell CPA, PLLC
Fred W. Beltz
CLU, ChFC
Beltz, Ianni & Associates
Thomas W. Benner
Canadaigua National Bank & Trust
John E. Bernacki, Jr.
Attorney and Counselor at Law
John K. Best
CLU, ChFC, Ed.D.
Retire In Time
Kevin Best
CFP, AEP®
BEST TIMES Financial Planning, Inc.
Alan S. Biernbaum
Biernbaum & Meyer, LLP
Ronald T. Bircher
Sutton, DeLeeuw, Clark & Darcy, PLLC
Morton L. Bittker
Woods, Oviatt, Gilman LLP
G. James  Blatt, Jr.
Canandaigua National Bank & Trust Company
Jamie Block
CFP, CPA, EA
Mercer Advisors
Edward D. Bloom
Harris Beach, PLLC
Lori  Bonner
Trust Officer
Bank of America
Kate Borello
Trust Officer
U.S. Trust Bank of America
Geoffrey Brougher
Trust Officer/Esq.
JPMorgan Chase Bank, N.A.
Sarah J. Brownlow
Nixon Peabody LLP
Christen C. Bruu
Woods, Oviatt, Gilman LLP
Michael F. Buckley
Boylan Code LLP
Marilyn Buddenhagen
Steuben Trust Company
Michael A. Burger
Santiago Burger LLP
Marie C. Byrne
J.P. Morgan Private Bank
Paul R. Callaway
Canandaigua National Bank & Trust Company
Louis J. Camarella, Jr.
EFP Rotenberg LLP
Lynn M. Carleton
Trust Officer, AEP®
Canandaigua National Bank & Trust Company
Brett Caroselli
MBA, CFP, CLU
AXA Advisors, LLC
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
Donna L. Cator
Canandaigua National Bank & Trust Company
James Cerone
CLU, ChFC
Centra Financial Group, Inc.
Charles R. Chapin
Gordon & Chodak, CPA's, P.C.
Thomas R. Chiavetta
Freed Maxick CPAs, PC
Jill M. Cicero
Esq., AEP®
The Cicero Law Firm LLP
Rae A. Clark, Jr.
Sutton, DeLeeuw, Clark & Darcy, PLLC
Barbara M. Clemons
CLU, ChFC, CFP, CASL
ESL Investment Services, LLC
Ralph J. Code, III
Boylan Code LLP
Paul J. Coleman III
Steuben Trust Company
Andrew L. Comins
CLU, ChFC, MSFS
Sagemark Consulting
John Curran
CPA, CFP
Manufacturers & Traders Trust Co.
Robert A. Daitz
Office of Robert Daitz
Robert P. Damico
MSFS, CLU, ChFC
R.P. Damcio & Associates Inc.
Karla Damico Wilsey
Underberg & Kessler LLP
Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust
Gary A. DeBellis
Davie Kaplan CPA, P.C.
Thomas J. DeMott
DeMott & Smith P.C.
Janet M. Desiato
Viele, Solimano, Swagler & Chapman CPA, PC
Alan D. Deuel
CLU ChFC MBA
Finger Lakes Financial Services, Inc.
Mario DiLuigi
CPA, AEP®
EFP Rotenberg LLP
Gina L. DiMonda
ESL Trust Services, LLC
Cressida A. Dixon
Bond, Schoeneck & King, PLLC
David J. Du Flo
Northwestern Mutual Financial Network
Keith B. Elliott
CLU, ChFC, CFP, CASL, RICP
Northwestern Mutual
Terrance W. Emmens
Lacy Katzen LLP
Amy K. Boyd, Ertel, Esq.
Canandaigua National Bank & Trust
Andrew John Fama
JD, MHA, AEP, MRFC
Fama Fiduciary Wealth LLC
Thomas M. Farace
Wildstar Partners LLC
William Farone
Farone Financial
Georg Farrak
CLU, ChFC
Mass Mutual/Financial Architects
Gregory T. Farrell
Howe & Rusling, Inc.
Jeffrey Feldman
Rochester Financial Services
Victoria C. Ferren
Sage Rutty & Company
David R. Ferris
Harter, Secrest & Emery, LLP
Frank H. Ferris, III
Weiner, Lawrence & Ferris, PC
Thomas A. Fink
Davidson Fink LLP
Mary V. Fisher
Lacy Katzen LLP
Jason W. Fitzgerald
Canandaigua National Bank & Trust Company
John T. Fitzgerald, Jr.
Nixon Peabody LLP
Scott A. Forsyth
Forsyth & Forsyth
Donald R. Fox
Evans & Fox LLP
John L. Garrett
Nixon Peabody LLP
Eric M. Garsin
CFP, CLU, ChFC
NorthLanding Financial Partners, LLC
Matthew W. Geherin
CLU, ChFC, CFBS, AEP®
Financial Architects
David Germano
Beltz Ianni & Associates
Ann L. Geyer
McDonald Cointot Crouse LLP, CPAs
R. Thompson Gilman
Woods, Oviatt, Gilman LLP
Craig Gingerich
Sage Rutty & Co
Alan M. Ginsberg
AM Ginsberg Advisory Group

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