Leadership

	President Victoria Kleehammer, CPA EFPR Group LLP 585-340-5154 Send Message to Member
	1st Vice President - Programs Richard A. Marchese, Jr., AEP®, Esq. Woods, Oviatt, Gilman LLP 585-987-2859 Send Message to Member
	2nd Vice President Michael R. McNaughton, CFP®, CPWA®, CLU®, AIF®, CLTC®, AEP® OakWood Financial Services 585-787-6870 Send Message to Member
	Secretary Diane Dolly Donnelly, Esq. Wilmington Trust 585-857-2184 Send Message to Member
	Treasurer Brett Caroselli, MBA, CFP®, CLU® Mapstone Veritas Financial Group (585) 475-8419 Send Message to Member
	Immediate Past President Barbara M. Clemons, CLU®, ChFC®, CFP®, CASL®, CTFA, AEP® Clemons Financial Education Company Send Message to Member
	Board Member Dustin Baker, CFP®, EA, CTFA, ChFC®, RICP®, CLU® Canandaguia National Bank & Trust Company 5854190607 ex 51953 Send Message to Member
	Board Member Mary Anne Barcellona, CFP®, AEP® ESL Investment Services 585-339-4561 Send Message to Member
	Board Member Megan F. Barkley, Esq. Canandaigua National Bank & Trust Company 585-419-0670 x 41937 Send Message to Member
	Board Member Phillip W. Brown, JD Wilmington Trust 585-720-5054 Send Message to Member
	Board Member Brittany Buffington, CFP® Chicago Partners Wealth Advisors 585-770-7667 Send Message to Member
	Board Member Kristin Coffey, CVA, CDFA® South Park Advisors 5854918091 Send Message to Member
	Board Member Serena M. Compitello, Esq. Tompkins Financial Advisors 585-419-8362 Send Message to Member
	Board Member Natalie Estabrooks, CHFC® Wells Fargo Advisors 585-241-7585 Send Message to Member
	Board Member Benjamin Forte, CFP® TIAA 5852464601 Send Message to Member
	Board Member Delaney A Glaze Canandaigua National Bank 585-455-4333 Send Message to Member
	Board Member Catherine Johnson, CPA, AEP®, MCEP® The Bonadio Group 585-249-2734 Send Message to Member
	Board Member Jason P Livingston, Esq. Pullano & Farrow PLLC 15857304773 Send Message to Member
	Board Member Elizabeth Marks, ChFC®, CLU® Thorley Wealth Management, Inc. 585-512-8675 Send Message to Member
	Board Member Steven J Solimano, CPA Viele, Solimano, Swagler &Chapman; CPA, PC 585-232 Send Message to Member
	Board Member Lauren F. Whiting, Esq. ESL Trust Services, LLC 585-208-6925 Send Message to Member
	Chapter Executive Diana M Smith EPC of Rochester 5852606663 Send Message to Member

Leadership

President

1st Vice President - Programs

2nd Vice President

Secretary

Treasurer

Immediate Past President

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

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Board Member

Chapter Executive

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National Association of Estate Planners & Councils