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Members

Estate Planning Council of Rochester has 218 registered members

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

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