Leadership

	President Richard A. Marchese, Jr., AEP®, Esq. Woods, Oviatt, Gilman LLP 585-987-2859 Send Message to Member
	Vice President Michael R. McNaughton, CFP®, CPWA®, CLU®, AIF®, CLTC®, AEP® OakWood Financial Services 585-787-6870 Send Message to Member
	2nd Vice President Diane Dolly Donnelly, Esq. Wilmington Trust 585-857-2184 Send Message to Member
	Secretary Brett Caroselli, MBA, CFP®, CLU® Mapstone Veritas Financial Group (585) 475-8419 Send Message to Member
	Treasurer Steven J Solimano, CPA Viele, Solimano, Swagler &Chapman; CPA, PC 585-232 Send Message to Member
	Immediate Past President Victoria Kleehammer, CPA EFPR Group LLP 585-340-5154 Send Message to Member
	Past President Barbara M. Clemons, CLU®, ChFC®, CFP®, CASL®, CTFA, AEP® Clemons Financial Education Company Send Message to Member
	Board Member Alexander James Anselment, Esq. Evans Fox LLP 5857877000 Send Message to Member
	Board Member Dustin Baker, CFP®, EA, CTFA, ChFC®, RICP®, CLU® Sage Rutty & Co., Inc. (585) 232-3760
	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 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® Manning & Napier 585-450-2250 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® Kickstand Wealth Advisors 5853828608 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 Katie Rudow, CFP® Morgan Stanley Send Message to Member
	Board Member Jonathan Tretter, CPA Freed Maxick 585-815-4523 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

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Treasurer

Immediate Past President

Past President

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Chapter Executive

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National Association of Estate Planners & Councils