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Professional Advisor Council

The Professional Advisor Council is a collection of expert Central New York professional advisors who are partnering with us to provide insight and advice on advisor engagement. The Council's volunteer members work throughout the year to disseminate 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 Pragya Murphy.

Professional Advisor Council Membership

(as of March 31, 2020)

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

Thomas Griffith AEP®, CAP®, ChFC®, co-chair, Central New York Community Foundation

Bradford A. Adams, NBT Bank

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

Joe Hatfield, AIF®, OneGroup Retirement Advisors

Cole Henderson, Morgan Stanley

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

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

Richard P. Jenkins, CFP®, Focused Financial Solutions

John S. King, Esq., JSKing Consulting

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

Kevin E. Nass, CPA®Plowz & Mowz

Richard L. Neal, CRPC, Merrill Lynch

Marie Norkett

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

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

Robert D. Scolaro, Esq., Scolaro Law, 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.