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.
Jennifer Alfieri
Attorney, Trust Professional
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: jalfieri@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Attorney, Trust Professional
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: jalfieri@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Alyssa M. Barreiro
Vice President, Senior Fiduciary Advisor
Wilmington Trust, NA
68 Exchange St., 3rd Floor
Binghamton, NY 13901
Phone: 607-779-5926
Email: abarreiro@wilmingtontrust.com
Vice President, Senior Fiduciary Advisor
Wilmington Trust, NA
68 Exchange St., 3rd Floor
Binghamton, NY 13901
Phone: 607-779-5926
Email: abarreiro@wilmingtontrust.com
Joy Blumkin
Attorney
Coughlin and Gerhart, LLP
401 E. State St., Suite 300
Ithaca, NY 14851
Phone: 607-277-7286
Fax: 607-277-5239
Email: jblumkin@cglawoffices.com
Web: cglawoffices.com
Attorney
Coughlin and Gerhart, LLP
401 E. State St., Suite 300
Ithaca, NY 14851
Phone: 607-277-7286
Fax: 607-277-5239
Email: jblumkin@cglawoffices.com
Web: cglawoffices.com
Linda M. Bruckner
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: lbruckner@swcllp.com
Web: swcllp.com
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: lbruckner@swcllp.com
Web: swcllp.com
Chip Bryce
Director, Office of Trusts, 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
Web: cornell.edu
Director, Office of Trusts, 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
Web: cornell.edu
Michelle Bunner
Trust Officer
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: mbunner@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Trust Officer
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: mbunner@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Robert Case
AVP, Wealth Manager
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: rcase@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
AVP, Wealth Manager
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: rcase@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Carrie Corbin
Cornell University
130 E. Seneca St. Suite 400
Ithaca, NY 14850
Phone: 607-254-1544
Fax: 607-254-1204
Email: cc33@cornell.edu
Web: cornell.edu
Cornell University
130 E. Seneca St. Suite 400
Ithaca, NY 14850
Phone: 607-254-1544
Fax: 607-254-1204
Email: cc33@cornell.edu
Web: cornell.edu
Fred Costantino
CFP®
Morgan Stanley
49 Court St.
Binghamton, NY 13901
Phone: 607-772-3411
Fax: 607-722-2991
Email: frederick.costantino.sr@morganstanley.com
Web: fa.morganstanley.com/thecostantinogroup
CFP®
Morgan Stanley
49 Court St.
Binghamton, NY 13901
Phone: 607-772-3411
Fax: 607-722-2991
Email: frederick.costantino.sr@morganstanley.com
Web: fa.morganstanley.com/thecostantinogroup
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
Web: 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
Web: harrisbeach.com
William Currie
Senior Vice President, Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8519
Fax: 607-274-8555
Email: william.l.currie@morganstanley.com
Web: fa.morganstanley.com/william.l.currie
Senior Vice President, Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8519
Fax: 607-274-8555
Email: william.l.currie@morganstanley.com
Web: fa.morganstanley.com/william.l.currie
Alexandra C. Davis
Attorney
Coughlin and Gerhart, LLP
401 E State St., Suite 403
Ithaca, NY 14850
Phone: 607-272-2512
Fax: 607-272-0155
Email: adavis@cglawoffices.com
Web: cglawoffices.com
Attorney
Coughlin and Gerhart, LLP
401 E State St., Suite 403
Ithaca, NY 14850
Phone: 607-272-2512
Fax: 607-272-0155
Email: adavis@cglawoffices.com
Web: cglawoffices.com
Aaron Eberle
Attorney
Eberle Law Office
P.O. Box 7
Lansing, NY 14882
Phone: 607-280-8721
Email: aaron@eberlelawoffice.com
Attorney
Eberle Law Office
P.O. Box 7
Lansing, NY 14882
Phone: 607-280-8721
Email: aaron@eberlelawoffice.com
Ross B. Feldman
CFP®, CLU®, ChFC®, AEP, RICP, CASL, CLTC
Wholistic Wealth, LLC
401 E. State St., Suite 400
Ithaca, NY 14850
Phone: 607-272-1990
Fax: 607-330-8080
Email: rfeldman@wholisticwealth.com
Web: wholisticwealth.com
CFP®, CLU®, ChFC®, AEP, RICP, CASL, CLTC
Wholistic Wealth, LLC
401 E. State St., Suite 400
Ithaca, NY 14850
Phone: 607-272-1990
Fax: 607-330-8080
Email: rfeldman@wholisticwealth.com
Web: wholisticwealth.com
George P. Ferrari, Jr.
Chief Executive Officer
Community Foundation of Tompkins County
200 E. Buffalo St., Suite 202
Ithaca, NY 14850
Phone: 607-272-9333
Email: gferrari@cftompkins.org
Web: cftompkins.org
Chief Executive Officer
Community Foundation of Tompkins County
200 E. Buffalo St., Suite 202
Ithaca, NY 14850
Phone: 607-272-9333
Email: gferrari@cftompkins.org
Web: cftompkins.org
Marcie A. Finlay
Attorney
Coughlin and Gerhart, LLP
401 E. State St., Suite 300
Ithaca, NY 14850
Phone: 607-277-7286
Fax: 607-277-5239
Email: mfinlay@cglawoffices.com
Web: cglawoffices.com
Attorney
Coughlin and Gerhart, LLP
401 E. State St., Suite 300
Ithaca, NY 14850
Phone: 607-277-7286
Fax: 607-277-5239
Email: mfinlay@cglawoffices.com
Web: cglawoffices.com
Michelle Flinn
Supervisor, CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: mflinn@swcllp.com
Web: swcllp.com
Supervisor, CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: mflinn@swcllp.com
Web: swcllp.com
Vickie Freyleue
Director, Estate and Gift Planning
American Cancer Society
6725 Lyons St.
East Syracuse, NY 13057
Phone: 315-433-5607
Email: vickie.freyleue@cancer.org
Web: cancer.org
Director, Estate and Gift Planning
American Cancer Society
6725 Lyons St.
East Syracuse, NY 13057
Phone: 315-433-5607
Email: vickie.freyleue@cancer.org
Web: cancer.org
Aaron Frishman
Attorney
Bousquet Holstein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 607-273-8500
Fax: 315-423-2812
Email: afrishman@bhlawpllc.com
Web: bhlawpllc.com
Attorney
Bousquet Holstein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 607-273-8500
Fax: 315-423-2812
Email: afrishman@bhlawpllc.com
Web: bhlawpllc.com
Jennifer Gabriel
Hospicare & Palliative Care Services
172 E. King Rd.
Ithaca, NY 14850
Phone: 607-272-0212
Fax: 607-272-0237
Email: jgabriel@hospicare.org
Web: hospicare.org
Hospicare & Palliative Care Services
172 E. King Rd.
Ithaca, NY 14850
Phone: 607-272-0212
Fax: 607-272-0237
Email: jgabriel@hospicare.org
Web: hospicare.org
Mariette Geldenhuys
Attorney
Mariette Geldenhuys Attorney and Mediator
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-273-2272
Fax: 607-273-4726
Email: mariette@geldenhuyslaw.com
Web: geldenhuyslaw.com
Attorney
Mariette Geldenhuys Attorney and Mediator
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-273-2272
Fax: 607-273-4726
Email: mariette@geldenhuyslaw.com
Web: geldenhuyslaw.com
Christen Gibbons
CLU®, ChFC®, CASL, AEP, Financial Advisor
Northwestern Mutual
MS 1019, 95 Brown Rd.
Ithaca, NY 14850
Phone: 607-266-7300
Fax: 607-266-7325
Email: christen.gibbons@nm.com
Web: christengibbons.nm.com
CLU®, ChFC®, CASL, AEP, Financial Advisor
Northwestern Mutual
MS 1019, 95 Brown Rd.
Ithaca, NY 14850
Phone: 607-266-7300
Fax: 607-266-7325
Email: christen.gibbons@nm.com
Web: christengibbons.nm.com
Christian Girts
Market Street Trust Company
80 E. Market St.
Corning, NY 14830
Phone: 607-936-5120
Fax: 607-962-6709
Email: cgirts@marketstreettrust.com
Web: marketstreettrust.com
Market Street Trust Company
80 E. Market St.
Corning, NY 14830
Phone: 607-936-5120
Fax: 607-962-6709
Email: cgirts@marketstreettrust.com
Web: marketstreettrust.com
Julia Gorman
Wealth Management Advisor, CFP®, CPFA
Merrill Lynch
235 S. Cayuga St.
Ithaca, NY 14850
Phone: 607-266-6670
Fax: 607-215-7173
Email: julia_gorman@ml.com
Web: fa.ml.com/jcg
Wealth Management Advisor, CFP®, CPFA
Merrill Lynch
235 S. Cayuga St.
Ithaca, NY 14850
Phone: 607-266-6670
Fax: 607-215-7173
Email: julia_gorman@ml.com
Web: fa.ml.com/jcg
Peter G. Grossman
Attorney
Barney, Grossman, Dubow & Troy, LLP
120 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-277-6611
Fax: 607-277-3330
Email: pgrossman@bgdtlaw.com
Attorney
Barney, Grossman, Dubow & Troy, LLP
120 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-277-6611
Fax: 607-277-3330
Email: pgrossman@bgdtlaw.com
Christopher Hart
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: chart@swcllp.com
Web: swcllp.com
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: chart@swcllp.com
Web: swcllp.com
Steven D. Headrick
CFP®, Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8525
Fax: 607-274-8555
Email: steven.headrick@morganstanley.com
Web: fa.morganstanley.com/theprybylfarrgroup
CFP®, Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8525
Fax: 607-274-8555
Email: steven.headrick@morganstanley.com
Web: fa.morganstanley.com/theprybylfarrgroup
Anna Holmberg
Attorney
Coughlin and Gerhart, LLP
118 N. Tioga St., Suite 304, P.O. Box 6599
Ithaca, NY 14851
Phone: 607-273-5475
Fax: 607-272-4140
Email: aholmberg@cglawoffices.com
Web: cglawoffices.com
Attorney
Coughlin and Gerhart, LLP
118 N. Tioga St., Suite 304, P.O. Box 6599
Ithaca, NY 14851
Phone: 607-273-5475
Fax: 607-272-4140
Email: aholmberg@cglawoffices.com
Web: cglawoffices.com
Angie Jackson
Enrolled Agent, MSA
Sprague & Jackson
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: angie@sprjac.com
Web: sprjac.com
Enrolled Agent, MSA
Sprague & Jackson
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: angie@sprjac.com
Web: sprjac.com
Christina Larkin
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: clarkin@swcllp.com
Web: swcllp.com
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: clarkin@swcllp.com
Web: swcllp.com
Emilee K. Lawson Hatch
Attorney
Bousquet Hostein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 315-701-6419
Fax: 315-423-2854
Email: elawsonhatch@bhlawpllc.com
Web: bhlawpllc.com
Attorney
Bousquet Hostein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 315-701-6419
Fax: 315-423-2854
Email: elawsonhatch@bhlawpllc.com
Web: bhlawpllc.com
Isaac Lindbloom
Attorney
Tompkins County Department of Social Services
320 W. Martin Luther King, Jr. St.
Ithaca, NY 14850
Phone: 607-279-5255
Email: isaac.lindbloom@dfa.state.ny.us
Attorney
Tompkins County Department of Social Services
320 W. Martin Luther King, Jr. St.
Ithaca, NY 14850
Phone: 607-279-5255
Email: isaac.lindbloom@dfa.state.ny.us
Michael Longo
CPA
Michael J. Longo, CPA PC
536 W. State St.
Ithaca, NY 14850
Phone: 607-351-6301
Fax: 866-229-7401
Email: longocpa@gmail.com
CPA
Michael J. Longo, CPA PC
536 W. State St.
Ithaca, NY 14850
Phone: 607-351-6301
Fax: 866-229-7401
Email: longocpa@gmail.com
Perri LoPinto
Non-Profit/Development
Franziska Racker Centers
3226 Wilkins Rd.
Ithaca, NY 14850
Phone: 607-272-5891
Email: perri@rackercenters.org
Web: racker.org
Non-Profit/Development
Franziska Racker Centers
3226 Wilkins Rd.
Ithaca, NY 14850
Phone: 607-272-5891
Email: perri@rackercenters.org
Web: racker.org
Melissa MacArthur
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: mmacarthur@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: mmacarthur@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Nancy Massicci
Chief Development Officer
Community Foundation of Tompkins County
200 E. Buffalo St. Suite 202
Ithaca, NY 14850
Phone: 607-272-9333
Email: nmassicci@cftompkins.org
Chief Development Officer
Community Foundation of Tompkins County
200 E. Buffalo St. Suite 202
Ithaca, NY 14850
Phone: 607-272-9333
Email: nmassicci@cftompkins.org
Michael R. May
Attorney
Levene Gouldin & Thompson, LLP
121 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-272-3484
Fax: 607-277-2112
Email: mmay@lgtlegal.com
Web: lgtlegal.com
Attorney
Levene Gouldin & Thompson, LLP
121 E. Buffalo St.
Ithaca, NY 14850
Phone: 607-272-3484
Fax: 607-277-2112
Email: mmay@lgtlegal.com
Web: lgtlegal.com
Keith McCafferty
Attorney
Hancock Estabrook, LLP
401 East State St., Suite 304
Ithaca, NY 14850
Phone: 607-391-2860
Fax: 607-391-2870
Email: kmccafferty@hancocklaw.com
Web: hancocklaw.com
Attorney
Hancock Estabrook, LLP
401 East State St., Suite 304
Ithaca, NY 14850
Phone: 607-391-2860
Fax: 607-391-2870
Email: kmccafferty@hancocklaw.com
Web: hancocklaw.com
Diane D. McDonough
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: dmcdonough@swcllp.com
Web: swcllp.com
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: dmcdonough@swcllp.com
Web: swcllp.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
Web: 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
Web: cornellpochily.com
Bill Murphy
Vice President and Senior Wealth Advisor, CFP®
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: wmurphy@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Vice President and Senior Wealth Advisor, CFP®
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: wmurphy@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Liam G.B. Murphy
Attorney
Shaw & Murphy, PLLC
109 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-2900
Fax: 607-273-2933
Email: lmurphy@shawlawfirm.com
Web: shawlawfirm.com
Attorney
Shaw & Murphy, PLLC
109 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-2900
Fax: 607-273-2933
Email: lmurphy@shawlawfirm.com
Web: shawlawfirm.com
Julie Newhouse
Office of Trusts, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-1579
Fax: 607-254-1204
Email: julie.newhouse@cornell.edu
Web: cornell.edu
Office of Trusts, Estates and Gift Planning
Cornell University
130 E. Seneca St., Suite 400
Ithaca, NY 14850
Phone: 607-254-1579
Fax: 607-254-1204
Email: julie.newhouse@cornell.edu
Web: cornell.edu
Molly O'Neill
Investment Advisor
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd. Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: meo@cornellpochily.com
Web: cornellpochily.com
Investment Advisor
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd. Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: meo@cornellpochily.com
Web: cornellpochily.com
Shane O'Neill
Financial Advisor, CPA, CFP®
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd. Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: spo@cornellpochily.com
Web: cornellpochily.com
Financial Advisor, CPA, CFP®
Cornell Pochily Investment Advisors, Inc.
2415 N. Triphammer Rd. Suite 1
Ithaca, NY 14850
Phone: 607-391-7080
Fax: 607-697-0147
Email: spo@cornellpochily.com
Web: cornellpochily.com
Linda Parks
CPA, CFP®, Investment Advisor Representative
Linda S. Parks, CPA, CFP®
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-844-4852
Email: lindaparksfa@twcny.rr.com
Web: lindaparksfinancial.com
CPA, CFP®, Investment Advisor Representative
Linda S. Parks, CPA, CFP®
401 E. State St., Suite 306
Ithaca, NY 14850
Phone: 607-844-4852
Email: lindaparksfa@twcny.rr.com
Web: lindaparksfinancial.com
Kara Pass
Senior Vice President and Managing Director
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: kpass@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Senior Vice President and Managing Director
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: kpass@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Michael Porciello
Attorney
Thaler & Thaler, PC
309 N. Tioga St.
Ithaca, NY 14850
Phone: 607-272-2314
Fax: 607-272-8466
Email: mporciello@thalerandthaler.com
Web: thalerandthaler.com
Attorney
Thaler & Thaler, PC
309 N. Tioga St.
Ithaca, NY 14850
Phone: 607-272-2314
Fax: 607-272-8466
Email: mporciello@thalerandthaler.com
Web: thalerandthaler.com
Brooke Reilly
Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8516
Fax: 607-274-8555
Email: brooke.reilly@morganstanley.com
Web: fa.morganstanley.com/ainslie.reilly
Financial Advisor
Morgan Stanley
130 E. Seneca St., Suite 500
Ithaca, NY 14850
Phone: 607-274-8516
Fax: 607-274-8555
Email: brooke.reilly@morganstanley.com
Web: fa.morganstanley.com/ainslie.reilly
Kimberly N. Rothman
Attorney
Bousquet Holstein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 607-273-8500
Fax: 607-697-9008
Email: krothman@bhlawpllc.com
Web: bhlawpllc.com
Attorney
Bousquet Holstein PLLC
121 E. Seneca St., 3rd Floor
Ithaca, NY 14850
Phone: 607-273-8500
Fax: 607-697-9008
Email: krothman@bhlawpllc.com
Web: bhlawpllc.com
Diana Rumsey
Major Gifts Associate
Ithaca College
953 Danby Rd., Alumni Hall, Room 234
Ithaca, NY 14850
Phone: 607-274-1395
Fax: 607-274-1490
Email: drumsey@ithaca.edu
Web: ithaca.edu
Major Gifts Associate
Ithaca College
953 Danby Rd., Alumni Hall, Room 234
Ithaca, NY 14850
Phone: 607-274-1395
Fax: 607-274-1490
Email: drumsey@ithaca.edu
Web: ithaca.edu
Betsy Schermerhorn
Director of Marketing and Admissions
Kendal at Ithaca
2230 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-266-5300
Email: bschermerhorn@kai.org
Web: kai.kendal.org
Director of Marketing and Admissions
Kendal at Ithaca
2230 N. Triphammer Rd.
Ithaca, NY 14850
Phone: 607-266-5300
Email: bschermerhorn@kai.org
Web: kai.kendal.org
Kevin W. Shreve
CLU®, ChFC®
Financial Designs Wealth Strategies
950 Danby Rd., South Hill Business Campus, Suite 230
Ithaca, NY 14850
Phone: 607-257-4645
Fax: 607-257-4837
Email: kevin.shreve@axa-advisors.com
Web: financialdesignsonline.com
CLU®, ChFC®
Financial Designs Wealth Strategies
950 Danby Rd., South Hill Business Campus, Suite 230
Ithaca, NY 14850
Phone: 607-257-4645
Fax: 607-257-4837
Email: kevin.shreve@axa-advisors.com
Web: financialdesignsonline.com
Elizabeth Silverberg
Attorney
Law Office of Elizabeth Silverberg
505 Snyder Hill Rd.
Ithaca, NY 14850
Phone: 607-220-9558
Email: info@silverberglawoffice.com
Web: silverberglawoffice.com
Attorney
Law Office of Elizabeth Silverberg
505 Snyder Hill Rd.
Ithaca, NY 14850
Phone: 607-220-9558
Email: info@silverberglawoffice.com
Web: silverberglawoffice.com
Tom Smith
Attorney
Harris Beach, PLLC
119 E. Seneca St.
Ithaca, NY 14850
Phone: 607-330-7725
Fax: 607-273-6802
Email: tpsmith@harrisbeach.com
Attorney
Harris Beach, PLLC
119 E. Seneca St.
Ithaca, NY 14850
Phone: 607-330-7725
Fax: 607-273-6802
Email: tpsmith@harrisbeach.com
David W. Sprague
Enrolled Agent
Sprague & Jackson
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: david@sprjac.com
Web: sprjac.com
Enrolled Agent
Sprague & Jackson
121 E. Seneca St.
Ithaca, NY 14850
Phone: 607-273-5322
Fax: 607-273-8138
Email: david@sprjac.com
Web: sprjac.com
Dave Stinson
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: dstinson@swcllp.com
Web: swcllp.com
CPA
Sciarabba Walker & Co., LLP
410 E. Upland Rd.
Ithaca, NY 14850
Phone: 607-272-5550
Fax: 607-273-6357
Email: dstinson@swcllp.com
Web: swcllp.com
Matthew C. Stoutenburg
Wealth Management at CFCU Community Credit Union
1030 Craft Rd.
Ithaca, NY 14852
Phone: 607-257-3282
Fax: 607-257-7101
Email: matthew.stoutenburg@lpl.com
Web: mycfcu.com/wealth
Wealth Management at CFCU Community Credit Union
1030 Craft Rd.
Ithaca, NY 14852
Phone: 607-257-3282
Fax: 607-257-7101
Email: matthew.stoutenburg@lpl.com
Web: mycfcu.com/wealth
Rusdi Sumner
Associate Wealth Advisor
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: rsumner@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Associate Wealth Advisor
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: rsumner@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Teresa Thresher
Trust and Estates Senior Associate
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: tthresher@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Trust and Estates Senior Associate
Tompkins Financial Advisors
P.O. Box 6437
Ithaca, NY 14851
Phone: 607-273-0037
Fax: 607-273-0024
Email: tthresher@tompkinsfinancial.com
Web: tompkinsfinancialadvisors.com
Jason Tripp
CFP®
Cornell University
130 E. Seneca St. Suite 400
Ithaca, NY 14850
Phone: 607-254-6133
Fax: 607-254-1204
Email: jdt28@cornell.edu
Web: alumni.cornell.giftplans.org
CFP®
Cornell University
130 E. Seneca St. Suite 400
Ithaca, NY 14850
Phone: 607-254-6133
Fax: 607-254-1204
Email: jdt28@cornell.edu
Web: alumni.cornell.giftplans.org
Sally T. True
Attorney
True, Walsh & Sokoni, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: stt@truewalshlaw.com
Web: truewalshlaw.com
Attorney
True, Walsh & Sokoni, LLP
950 Danby Rd., Suite 310
Ithaca, NY 14850
Phone: 607-273-2301
Fax: 607-272-1901
Email: stt@truewalshlaw.com
Web: truewalshlaw.com
David A. Tyler
Attorney - Retired
49 Elm St.
Trumansburg, NY 14886
Phone: 607-280-8017
Attorney - Retired
49 Elm St.
Trumansburg, NY 14886
Phone: 607-280-8017
Thomas K. VanDerzee
CPA
Insero & Company CPAs, LLP
401 E. State St., Suite 500
Ithaca, NY 14850
Phone: 607-272-4444
Fax: 607-273-8372
Email: tom.vanderzee@inserocpa.com
Web: inserocpa.com
CPA
Insero & Company CPAs, LLP
401 E. State St., Suite 500
Ithaca, NY 14850
Phone: 607-272-4444
Fax: 607-273-8372
Email: tom.vanderzee@inserocpa.com
Web: inserocpa.com
Jay Williamson
CFP®, CLU®, ChFC®
Northwestern Mutual
179 Graham Rd., Suite D
Ithaca, NY 14850
Phone: 607-257-8665
Email: jay.williamson@nm.com
Web: jay-williamson.com
CFP®, CLU®, ChFC®
Northwestern Mutual
179 Graham Rd., Suite D
Ithaca, NY 14850
Phone: 607-257-8665
Email: jay.williamson@nm.com
Web: jay-williamson.com
Geoff Wright
CLU®, ChFC®, RHU, CASL, RICP
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, CASL, RICP
New York Life
408 N. Tioga St.
Ithaca, NY 14850
Phone: 607-273-2535
Fax: 607-216-0455
Email: gwright3@ft.newyorklife.com
The contents of these web pages, and the web sites to which they link, are provided for general informational purposes and do not constitute any professional or legal advice on specific cases or situations. Anyone wanting specific information about their situation should contact a professional advisor.
