Leadership

	President Barbara M. Clemons, CLU®, ChFC®, CFP®, CASL®, CTFA, AEP® ESL Investment Services 585-336-1217 Send Message to Member
	1st Vice President - Programs Victoria Kleehammer, CPA EFPR Group LLP 585-340-5154 Send Message to Member
	2nd Vice President Richard A. Marchese, Jr., AEP®, Esq. Woods, Oviatt, Gilman LLP 585-987-2859 Send Message to Member
	Treasurer Diane Dolly Donnelly, Esq. Wilmington Trust 585-238-3520 Send Message to Member
	Secretary - Membership Michael R. McNaughton, CFP®, CPWA®, CLU®, AIF®, CLTC® OakWood Financial Services 585-787-6870 Send Message to Member
	Immediate Past President Maria E. Caton, CFP®, AAMS®, ChSNC Canandaigua National Bank & Trust Company 585-419-0670 x50666 Send Message to Member
	Board Member Geoffrey Brougher, Esq., BTO Bank of America 585-546-9104 Send Message to Member
	Board Member Phillip W. Brown, JD Wilmington Trust 585-720-5054 Send Message to Member
	Board Member Brittany Buffington, CFP® Elevatus Wealth Management 585-565-4459 Send Message to Member
	Board Member Brett Caroselli, MBA, CFP®, CLU® Mapstone Veritas Financial Group (585) 475-8419 Send Message to Member
	Board Member Serena M. Compitello, Esq. Tompkins Financial Advisors 585-419-8362 Send Message to Member
	Board Member Michelle DiRenzo, CFP®, ChFC®, CDFA® Mapstone Veritas Financial Group 585-475-8443 Send Message to Member
	Board Member Natalie Estabrooks, CHFC® ESL Investment Services 5853361412 Send Message to Member
	Board Member Jason P Livingston, Esq. Pullano & Farrow PLLC 15857304773 Send Message to Member
	Board Member Timothy Muck, Esq. Barclay Damon LLP 585-295-4471 Send Message to Member
	Board Member Bliss E. Owen, CPA Gray Locey CPA PLLC 585-244-8080 Send Message to Member
	Board Member Megan Rinaudo, CFP® Elevatus Wealth Management 585-565-3462 Send Message to Member
	Board Member Steven J Solimano, CPA Viele, Solimano, Swagler &Chapman; CPA, PC 585-232 Send Message to Member
	Board Member Erika J Stork, CPA MMB & Co 585-504-6061 Send Message to Member
	Board Member James Traylor, CLU®, ChFC®, ChSNC Rivent Partners 585-250-1984 Send Message to Member
	Board Member Lauren F. Whiting, Esq. ESL Trust Services, LLC 585-208-6925 Send Message to Member

Leadership

President

1st Vice President - Programs

2nd Vice President

Treasurer

Secretary - Membership

Immediate Past President

Board Member

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Board Member

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UPCOMING EVENTS

National Association of Estate Planners & Councils