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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 February 8, 2016)

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

Elaine S. Buffington, CPA, Buffington @ Hoatland CPAs, PLLC 

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

Lee M. Gatta, CLU, CLTC, AEP, ChFC, Prudential Insurance Company

Scott L. Harris, CLTC, Key Bank

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

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

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 

Cole Henderson, CRPC®CFP®, Senior Vice President, Financial Advisor at Morgan Stanley

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

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

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

 

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.