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Professional Advisor Council

The Professional Advisor Council is an organization of expert Central New York professional advisors who are partnering with the Community Foundation to provide insight and advice on advisor engagement. The Council's volunteer members work throughout the year to disceminate information that will assist their peers in effectively identifying and carrying out their clients' charitable planning needs. To learn more about the Professional Advisor Council, contact Tom Griffith at TGriffith@cnycf.org or 315-883-5544.

Professional Advisor Council Membership

(as of March 31, 2018)

Anne B. Ruffer, Esq., co-chair, Mackenzie Hughes, LLP

Thomas Griffith, co-chair, Central New York Community Foundation

Vicki R. Brackens, Brackens Financial Solutions Network

Jack B. Capron, Esq., The Bonadio Group

Peter Derrenbacker, CLU, ChFC, CFP, Northwestern Mutual Financial Network

Christine Woodcock Dettor, Esq., Bousquet Holstein, PLLC

Marion Hancock Fish, Esq., Hancock Estabrook, LLP

Raymond V. Grimaldi, CPA, The Bonadio Group

Gary A. Grossman, CPA, CFA, Grossman St. Amour CPAs, PLLC

Mrs. Emilee K. Lawson Hatch, Bousquet Holstein, PLLC

Madelyn H. Hornstein, CPA, Dermody, Burke, & Brown, CPAs, LLC

Karl Jacob, CPA/PFS, CFP®, CDA, Partner at Dannible & McKee, LLP

John S. King, Esq., Scolaro, Fetter, Grizanti, McGough & King, P.C.

Susan L. King, Esq. at Miller King, LLC

Lisa D. Miller, CFP®, CDFATM, Registered Representative at AXA Advisors

Kevin E. Nass, CPA, Partner at Fust Charles Chambers, LLP

Richard L. Neal, CRPC, Merrill Lynch

Michael O’Connor, Esq., Costello, Cooney & Fearon, PLLC.

Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC

Mark J. Worden, CRPC, UBS Financial Services 


Learn More:

Talking to Your Clients About Giving
How We Can Help
Types of Funds

Why Partner With Us
Types of Assets
Legacy Planning
Administrative Fees
Request a Meeting

Watch Video: What is the Central New York Community Foundation?


Community Foundation staff is available to discuss specific charitable giving scenarios,  provide materials or gift illustrations, and attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form.