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 Canandaigua National Bank & Trust 585-419-0670 x 50609 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

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

National Association of Estate Planners & Councils