Membership
Membership is open to area professionals who have an interest in participating in a forum for continuing education, fellowship with other advisors and serving the best interest of our clients.
If you are interested in joining the local association and are currently practicing in one of the professional occupations listed in our member directory below, then we welcome your application for membership. See the downloadable application form on this page.
Suzanne Aigen
CLU, Financial Planner
Pruco Securities / Aigen Financial Group, LLC
202 E. State St., Suite 406
Ithaca, NY 14850
Phone: 607-277-0433
Fax: 607-277-0982
Email: suzanne.aigen@prudential.com
CLU, Financial Planner
Pruco Securities / Aigen Financial Group, LLC
202 E. State St., Suite 406
Ithaca, NY 14850
Phone: 607-277-0433
Fax: 607-277-0982
Email: suzanne.aigen@prudential.com
Shannon Albanese
Financial Services Specialist
Tompkins Investment Services
110 N. Tioga St.
Ithaca, NY 14850
Phone: 607-274-2058
Fax: 607-277-0297
Email: salbanese@tompkinstrust.com
Website: www.tompkinstrust.com
Financial Services Specialist
Tompkins Investment Services
110 N. Tioga St.
Ithaca, NY 14850
Phone: 607-274-2058
Fax: 607-277-0297
Email: salbanese@tompkinstrust.com
Website: www.tompkinstrust.com
Fred Ballantyne
CFP®
TIAA-CREF
118 N. Tioga St., Suite 305
Ithaca, NY 14850
Phone: 607-274-6475
Fax: 607-272-1380
Email: fballantyne@tiaa-cref.org
Website: www.tiaa-cref.org
CFP®
TIAA-CREF
118 N. Tioga St., Suite 305
Ithaca, NY 14850
Phone: 607-274-6475
Fax: 607-272-1380
Email: fballantyne@tiaa-cref.org
Website: www.tiaa-cref.org
Michelle Benedict-Jones
CFP®
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: mbenedict-jones@tompkinstrust.com
Website: www.tompkinstrust.com
CFP®
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: mbenedict-jones@tompkinstrust.com
Website: www.tompkinstrust.com
Elizabeth J. Bixler
Attorney
Blumkin, Finlay & Bixler
401 E. State St., Suite 300
Ithaca, NY 14850
Phone: 607-277-7286
Fax: 607-277-5239
Email: elizabeth@bfblawyers.com
Website: www.bfblawyers.com
Attorney
Blumkin, Finlay & Bixler
401 E. State St., Suite 300
Ithaca, NY 14850
Phone: 607-277-7286
Fax: 607-277-5239
Email: elizabeth@bfblawyers.com
Website: www.bfblawyers.com
Samuel V. Brewer
Trust Officer and Vice President
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: sbrewer@tompkinstrust.com
Website: www.tompkinstrust.com
Trust Officer and Vice President
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: sbrewer@tompkinstrust.com
Website: www.tompkinstrust.com
Linda M. Bruckner
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: lmb@sciarabbawalker.com
Website: www.sciarabbawalker.com
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: lmb@sciarabbawalker.com
Website: www.sciarabbawalker.com
Wendell Bryce
Office of Trust, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-6147
Fax: 607-254-1204
Email: wlb5@cornell.edu
Website: www.cornell.edu
Office of Trust, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-6147
Fax: 607-254-1204
Email: wlb5@cornell.edu
Website: www.cornell.edu
A. Bradford Carruth
Trust Officer (Retired)
316 Eastwood Ave.
Ithaca, NY 14850-6202
Phone:
Trust Officer (Retired)
316 Eastwood Ave.
Ithaca, NY 14850-6202
Phone:
Anne C. Chernish
CFP®
Anchor Capital Management, LLC
315 Taughannock Blvd.
Ithaca, NY 14850
Phone: 607-272-0004
Fax: 607-272-0007
Email: anne@anchorcapmanagement.com
Website: www.annechernishinvestments.com
CFP®
Anchor Capital Management, LLC
315 Taughannock Blvd.
Ithaca, NY 14850
Phone: 607-272-0004
Fax: 607-272-0007
Email: anne@anchorcapmanagement.com
Website: www.annechernishinvestments.com
Don R. Crittenden
Attorney
Harris Beach, PLLC
119 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-6444
Fax: 607-273-6802
Email: dcrittenden@harrisbeach.com
Attorney
Harris Beach, PLLC
119 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-6444
Fax: 607-273-6802
Email: dcrittenden@harrisbeach.com
Steven J. Croyle
Financial Advisor
Morgan Stanley Smith Barney
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-273-1190
Fax: 607-274-8555
Email: steven.j.croyle@mssb.com
Financial Advisor
Morgan Stanley Smith Barney
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-273-1190
Fax: 607-274-8555
Email: steven.j.croyle@mssb.com
William Currie
Vice President, Resident Manager, Financial Advisor
Morgan Stanley Smith Barney
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8519
Fax: 607-274-8555
Email: william.l.currie@mssb.com
Website: fa.smithbarney.com/william_currie
Vice President, Resident Manager, Financial Advisor
Morgan Stanley Smith Barney
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8519
Fax: 607-274-8555
Email: william.l.currie@mssb.com
Website: fa.smithbarney.com/william_currie
Patricia DiGiannantonio
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ped@sciarabbawalker.com
Website: www.sciarabbawalker.com
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ped@sciarabbawalker.com
Website: www.sciarabbawalker.com
Ross B. Feldman
CFP, CLU, RFC
Wholistic Wealth, LLC
401 East State St., Suite 304
Ithaca, NY 14851
Phone: 607-272-1990
Fax: 607-330-8080
Email: rfeldman@wholisticwealth.com
Website: www.wholisticwealth.com
CFP, CLU, RFC
Wholistic Wealth, LLC
401 East State St., Suite 304
Ithaca, NY 14851
Phone: 607-272-1990
Fax: 607-330-8080
Email: rfeldman@wholisticwealth.com
Website: www.wholisticwealth.com
George P. Ferrari, Jr.
Executive Director
Community Foundation of Tompkins County
309 N. Aurora St.
Ithaca, NY 14850
Phone: 607-272-9333
Fax: 607-272-3030
Email: gferrari@communityfoundationoftc.org
Website: www.communityfoundationoftc.org
Executive Director
Community Foundation of Tompkins County
309 N. Aurora St.
Ithaca, NY 14850
Phone: 607-272-9333
Fax: 607-272-3030
Email: gferrari@communityfoundationoftc.org
Website: www.communityfoundationoftc.org
Rita J. French
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: rjf@sciarabbawalker.com
Website: www.sciarabbawalker.com
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: rjf@sciarabbawalker.com
Website: www.sciarabbawalker.com
Loren Gardner
Trust Officer
Tompkins Trust Company
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: lgardner@tompkinstrust.com
Trust Officer
Tompkins Trust Company
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: lgardner@tompkinstrust.com
Ian Garrett
Office of Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-7189
Fax: 607-254-1204
Email: irg2@cornell.edu
Website: www.cornell.edu
Office of Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-7189
Fax: 607-254-1204
Email: irg2@cornell.edu
Website: www.cornell.edu
Mariette Geldenhuys
Mariette Geldenhuys, Attorney at Law
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-273-2272
Fax: 607-273-4726
Email: mariette@geldenhuyslaw.com
Website: www.geldenhuyslaw.com
Mariette Geldenhuys, Attorney at Law
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-273-2272
Fax: 607-273-4726
Email: mariette@geldenhuyslaw.com
Website: www.geldenhuyslaw.com
Christen Gibbons
CLU, ChFC, Financial Advisor
Northwestern Mutual Financial Network
Box 1019, 95 Brown Rd.
Ithaca, NY 14850
Phone: 607-266-7300
Fax: 607-266-7325
Email: cgibbons2@twcny.rr.com
Website: www.nmfn.com/christengibbons
CLU, ChFC, Financial Advisor
Northwestern Mutual Financial Network
Box 1019, 95 Brown Rd.
Ithaca, NY 14850
Phone: 607-266-7300
Fax: 607-266-7325
Email: cgibbons2@twcny.rr.com
Website: www.nmfn.com/christengibbons
Peter G. Grossman
Attorney
Barney, Grossman, Dubow and Marcus
119 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-273-6841
Fax: 607-272-8806
Email: pgrossman@bgdmlaw.com
Attorney
Barney, Grossman, Dubow and Marcus
119 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-273-6841
Fax: 607-272-8806
Email: pgrossman@bgdmlaw.com
Justine Guariglia
Office of Trusts, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-1548
Fax: 607-254-1204
Email: jag449@cornell.edu
Website: www.cornell.edu
Office of Trusts, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-1548
Fax: 607-254-1204
Email: jag449@cornell.edu
Website: www.cornell.edu
Kristin E. Gutenberger
Attorney
Barney, Grossman, Dubow and Marcus
119 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-273-6841
Fax: 607-272-8806
Email: kgutenberger@bgdmlaw.com
Attorney
Barney, Grossman, Dubow and Marcus
119 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-273-6841
Fax: 607-272-8806
Email: kgutenberger@bgdmlaw.com
Catherine L. Haupert
VP and Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: chaupert@tompkinstrust.com
Website: www.tompkinstrust.com
VP and Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: chaupert@tompkinstrust.com
Website: www.tompkinstrust.com
John Moss Hinchcliff
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: jmh@millermayer.com
Website: www.millermayer.com
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: jmh@millermayer.com
Website: www.millermayer.com
Anna Holmberg
Attorney
Holmberg, Galbraith, Van Houten & Miller
200 E. Buffalo St., P.O. Box 6599
Ithaca, NY 14850
Phone: 607-273-5475
Fax: 607-272-4140
Email: akh@hgvmlaw.com
Website: www.hgvmlaw.com
Attorney
Holmberg, Galbraith, Van Houten & Miller
200 E. Buffalo St., P.O. Box 6599
Ithaca, NY 14850
Phone: 607-273-5475
Fax: 607-272-4140
Email: akh@hgvmlaw.com
Website: www.hgvmlaw.com
Robert Jewell
Trust Officer, CFP®
Community Bank, N.A.
300 W. Water St.
Elmira, NY 14901
Phone: 607-271-9257
Fax: 607-271-9316
Email: robert.jewell@communitybankna.com
Trust Officer, CFP®
Community Bank, N.A.
300 W. Water St.
Elmira, NY 14901
Phone: 607-271-9257
Fax: 607-271-9316
Email: robert.jewell@communitybankna.com
Michael Longo
CPA
Sprague & Janowsky
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8318
Email: michael@sprjan.com
CPA
Sprague & Janowsky
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8318
Email: michael@sprjan.com
Karen A. Macier
Chief Development Officer
TC3
170 North St., P.O. Box 139
Dryden, NY 13053
Phone: 607-844-8222 x4366
Fax: 607-844-6537
Email: macierk@tc3.edu
Website: www.tc3.edu
Chief Development Officer
TC3
170 North St., P.O. Box 139
Dryden, NY 13053
Phone: 607-844-8222 x4366
Fax: 607-844-6537
Email: macierk@tc3.edu
Website: www.tc3.edu
Paul Marino
CFP®
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-274-4003
Email: pmarino@tompkinstrust.com
Website: www.tompkinstrust.com
CFP®
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-274-4003
Email: pmarino@tompkinstrust.com
Website: www.tompkinstrust.com
Nancy Massicci
Assistant Vice President, Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: nmassicci@tompkinstrust.com
Website: www.tompkinstrust.com
Assistant Vice President, Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: nmassicci@tompkinstrust.com
Website: www.tompkinstrust.com
Robin Abrahamson Masson
Attorney
Law Office of Robin A. Masson
120 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-273-7200
Fax: 607-273-7240
Email: ram@massonlaw.com
Website: www.massonlaw.com
Attorney
Law Office of Robin A. Masson
120 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-273-7200
Fax: 607-273-7240
Email: ram@massonlaw.com
Website: www.massonlaw.com
Tara T. Masters
AVP and Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: tmasters@tompkinstrust.com
Website: www.tompkinstrust.com
AVP and Trust Officer
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14850
Phone: 607-273-0037
Fax: 607-273-0024
Email: tmasters@tompkinstrust.com
Website: www.tompkinstrust.com
Michael R. May
Attorney
Adams, Theisen, May & Miller
301 The Clinton House
Ithaca, NY 14850
Phone: 607-272-3442
Fax: 607-272-4514
Email: mmay@atmlaw.com
Website: www.atmlaw.com
Attorney
Adams, Theisen, May & Miller
301 The Clinton House
Ithaca, NY 14850
Phone: 607-272-3442
Fax: 607-272-4514
Email: mmay@atmlaw.com
Website: www.atmlaw.com
Susan McCormick
CRPC®, AAMS, CLTC, President, Wealth Management Advisor
Fingerlakes Wealth Management
Cayuga Heights Terrace, 410 East Upland Rd.
Ithaca, NY 14850
Phone: 607-257-1008
Fax: 914-819-0210
Email: susan.mccormick@fingerlakeswm.com
Website: www.fingerlakeswm.com
CRPC®, AAMS, CLTC, President, Wealth Management Advisor
Fingerlakes Wealth Management
Cayuga Heights Terrace, 410 East Upland Rd.
Ithaca, NY 14850
Phone: 607-257-1008
Fax: 914-819-0210
Email: susan.mccormick@fingerlakeswm.com
Website: www.fingerlakeswm.com
Diane D. McDonough
CPA, CFP®
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ddm@sciarabbawalker.com
Website: www.sciarabbawalker.com
CPA, CFP®
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ddm@sciarabbawalker.com
Website: www.sciarabbawalker.com
Nelson B. Mead
CFA, CFP®
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd., Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: nm@cornellpochily.com
Website: www.cornellpochily.com
CFA, CFP®
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd., Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: nm@cornellpochily.com
Website: www.cornellpochily.com
Chris Milner
MBA
Tompkins Wealth Advisors
2251 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-257-0065
Fax: 607-257-8399
Email: christopher.milner@investfinancial.com
MBA
Tompkins Wealth Advisors
2251 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-257-0065
Fax: 607-257-8399
Email: christopher.milner@investfinancial.com
Ed Morton
Chemung Canal Trust Company
806 W. Buffalo St.
Ithaca, NY 14850
Phone: 607-277-6184
Email: emorton@chemungcanal.com
Website: www.chemungcanal.com
Chemung Canal Trust Company
806 W. Buffalo St.
Ithaca, NY 14850
Phone: 607-277-6184
Email: emorton@chemungcanal.com
Website: www.chemungcanal.com
Liam G.B. Murphy
Attorney
Ward & Murphy
170 Main St.
Groton, NY 13073
Phone: 607-898-3190
Fax: 607-898-3765
Email: liam.murphy@ward-and-murphy.com
Website: www.ward-and-murphy.com
Attorney
Ward & Murphy
170 Main St.
Groton, NY 13073
Phone: 607-898-3190
Fax: 607-898-3765
Email: liam.murphy@ward-and-murphy.com
Website: www.ward-and-murphy.com
George R. Pfann, Jr.
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: grp@millermayer.com
Website: www.millermayer.com
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: grp@millermayer.com
Website: www.millermayer.com
Bob Pochily
Financial Advisor
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: rtp@cornellpochily.com
Website: www.cornellpochily.com
Financial Advisor
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: rtp@cornellpochily.com
Website: www.cornellpochily.com
Betsy L. Powers
Private Wealth Services
Lincoln Financial Services / Sagemark Consulting
100 Madison St., 18th Fl.
Syracuse, NY 13202
Phone: 315-428-8489
Fax: 315-428-8488
Email: elizabeth.powers@lfg.com
Private Wealth Services
Lincoln Financial Services / Sagemark Consulting
100 Madison St., 18th Fl.
Syracuse, NY 13202
Phone: 315-428-8489
Fax: 315-428-8488
Email: elizabeth.powers@lfg.com
Beth Ann Prudence
CFP®, GEPC
Cornell Pochily Investment Advisors, Inc.
2415 North Triphammer Road, Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: bap@cornellpochily.com
Website: www.cornellpochily.com
CFP®, GEPC
Cornell Pochily Investment Advisors, Inc.
2415 North Triphammer Road, Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: bap@cornellpochily.com
Website: www.cornellpochily.com
Richard Prybyl
CFM, CRPC®, Wealth Management Advisor, Senior Vice President, Resident Director
Merrill Lynch
235 South Cayuga St.
Ithaca, NY 14850
Phone: 607-254-2040
Fax: 607-821-4302
Email: richard_prybyl@ml.com
CFM, CRPC®, Wealth Management Advisor, Senior Vice President, Resident Director
Merrill Lynch
235 South Cayuga St.
Ithaca, NY 14850
Phone: 607-254-2040
Fax: 607-821-4302
Email: richard_prybyl@ml.com
Kimberly N. Rothman
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: knr@millermayer.com
Website: www.millermayer.com
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: knr@millermayer.com
Website: www.millermayer.com
Edward Rudert
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ehr@sciarabbawalker.com
Website: www.sciarabbawalker.com
CPA
Sciarabba Walker & Co., LLP
200 E. Buffalo St., Suite 402
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: ehr@sciarabbawalker.com
Website: www.sciarabbawalker.com
Scott C. Russell
Foundation Administrator
Legacy Foundation of Tompkins County
P.O. Box 97
Ithaca, NY 14851
Phone: 607-257-2831
Email: srussell11@twcny.rr.com
Website: www.tclegacy.org
Foundation Administrator
Legacy Foundation of Tompkins County
P.O. Box 97
Ithaca, NY 14851
Phone: 607-257-2831
Email: srussell11@twcny.rr.com
Website: www.tclegacy.org
Helen M. Saunders
CFP®
LPL Financial
202 E. State St., Suite 301
Ithaca, NY 14850
Phone: 607-277-0000
Email: helen.saunders@lpl.com
Website: tools.lpl.com/helen.saunders
CFP®
LPL Financial
202 E. State St., Suite 301
Ithaca, NY 14850
Phone: 607-277-0000
Email: helen.saunders@lpl.com
Website: tools.lpl.com/helen.saunders
Yifat Shaltiel
Attorney
True & Walsh, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: ys@truewalshlaw.com
Website: www.truewalshlaw.com
Attorney
True & Walsh, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: ys@truewalshlaw.com
Website: www.truewalshlaw.com
Kevin W. Shreve
CLU, ChFC
Financial Designs
840 Hanshaw Rd., Suite 2
Ithaca, NY 14850
Phone: 607-257-4645
Fax: 607-257-4837
Email: kevin.shreve@axa-advisors.com
Website: www.financialdesignsonline.com
CLU, ChFC
Financial Designs
840 Hanshaw Rd., Suite 2
Ithaca, NY 14850
Phone: 607-257-4645
Fax: 607-257-4837
Email: kevin.shreve@axa-advisors.com
Website: www.financialdesignsonline.com
David W. Sprague
Enrolled Agent
Sprague & Janowsky
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: david@sprjan.com
Enrolled Agent
Sprague & Janowsky
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: david@sprjan.com
John Sterling
(Retired)
Ivy Partners Organizational Consultants
1251 Warren Rd.
Ithaca, NY 14850
Phone: 607-257-6875
Fax: 607-257-6875
Email: jcs24@cornell.edu
(Retired)
Ivy Partners Organizational Consultants
1251 Warren Rd.
Ithaca, NY 14850
Phone: 607-257-6875
Fax: 607-257-6875
Email: jcs24@cornell.edu
Sally T. True
Attorney
True & Walsh, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: stt@truewalshlaw.com
Website: www.truewalshlaw.com
Attorney
True & Walsh, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: stt@truewalshlaw.com
Website: www.truewalshlaw.com
David A. Tyler
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: dat@millermayer.com
Website: www.millermayer.com
Attorney
Miller Mayer, LLP
202 E. State St., 7th Fl.
Ithaca, NY 14850
Phone: 607-273-4200
Fax: 607-272-6694
Email: dat@millermayer.com
Website: www.millermayer.com
Rebecca Vallely
Office of Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-6133, 607-227-7712
Fax: 607-254-1204
Email: rv11@cornell.edu
Website: www.cornell.edu
Office of Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-6133, 607-227-7712
Fax: 607-254-1204
Email: rv11@cornell.edu
Website: www.cornell.edu
Thomas K. VanDerzee
CPA, JD
Ciaschi - Dietershagen - Little - Mickelson & Company, L
401 East State St., Suite 500
Ithaca, NY 14850
Phone: 607-272-4444
Fax: 607-273-8372
Email: tomv@cdlm.com
Website: www.cdlm.com
CPA, JD
Ciaschi - Dietershagen - Little - Mickelson & Company, L
401 East State St., Suite 500
Ithaca, NY 14850
Phone: 607-272-4444
Fax: 607-273-8372
Email: tomv@cdlm.com
Website: www.cdlm.com
Jay Williamson
CFP®, CLU, ChFC
179 Graham Rd., Suite D
Ithaca, NY 14850
Phone: 607-257-8665
Fax: x
Email: jay.williamson@nmfn.com
Website: www.nmfn.com/jaywilliamson
CFP®, CLU, ChFC
179 Graham Rd., Suite D
Ithaca, NY 14850
Phone: 607-257-8665
Fax: x
Email: jay.williamson@nmfn.com
Website: www.nmfn.com/jaywilliamson
Philip S. Winn
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: pwinn@tompkinstrust.com
Website: www.tompkinstrust.com
Tompkins Investment Services
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: pwinn@tompkinstrust.com
Website: www.tompkinstrust.com
Geoff Wright
CLU, ChFC, RHU
New York Life
408 N. Tioga St.
Ithaca, NY 14850
Phone: 607-273-2535
Fax: 607-216-0455
Email: gwright3@ft.newyorklife.com
CLU, ChFC, RHU
New York Life
408 N. Tioga St.
Ithaca, NY 14850
Phone: 607-273-2535
Fax: 607-216-0455
Email: gwright3@ft.newyorklife.com
Michael A. Yehl
Attorney
Law Offices of Michael A. Yehl
417 N. Cayuga St.
Ithaca, NY 14850
Phone: 607-275-6521
Fax: 888-241-6496
Email: mike.yehl.attorney@gmail.com
Attorney
Law Offices of Michael A. Yehl
417 N. Cayuga St.
Ithaca, NY 14850
Phone: 607-275-6521
Fax: 888-241-6496
Email: mike.yehl.attorney@gmail.com
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