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® 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® ESL Investment Services 585-336-1217 Send Message to Member
	Past President Maria E. Caton, CFP®, AAMS®, ChSNC®, AEP® Canandaigua National Bank & Trust Company 585-419-0670 x50666 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® 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® Elevatus Wealth Management 585-565-4459 Send Message to Member
	Board Member Kristin Coffey South Park Advisors 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® 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 Barclay Damon 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 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
	Board of Directors Timothy Muck, Esq. Barclay Damon LLP 585-295-4471 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

Past President

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

Board Member

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Board of Directors

Chapter Executive

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