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.

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
  • Emilee K. Lawson Hatch, Esq., 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
  • Marie Norkett, CFP®, Wealth Manager, United Income/Capital One
  • Richard L. Neal, CRPC, Merrill Lynch
  • 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

Advisor News & Stories

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

The Wordens standing in their home
Stories September 17, 2020

Mark and Reghan Worden

Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and ...

hand holding growing money
Blogs September 2, 2020

Estate Planning Surge: Coronavirus Creates Renewed Interest in Wills and Estate Gifts

We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, ...

Christine Dettor and Emilee Hatch standing in their office
Stories August 17, 2020

Christine Woodcock Dettor & Emilee Lawson Hatch

“When our clients show interest in charitable planning, we feel very comfortable referring them to ...

David Holstein headshot
Blogs August 13, 2020

'Popping the Question' About Charitable Giving: David Holstein

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

The Wordens standing in their home
Stories September 17, 2020

Mark and Reghan Worden

Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and ...

hand holding growing money
Blogs September 2, 2020

Estate Planning Surge: Coronavirus Creates Renewed Interest in Wills and Estate Gifts

We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, ...

Christine Dettor and Emilee Hatch standing in their office
Stories August 17, 2020

Christine Woodcock Dettor & Emilee Lawson Hatch

“When our clients show interest in charitable planning, we feel very comfortable referring them to ...

David Holstein headshot
Blogs August 13, 2020

'Popping the Question' About Charitable Giving: David Holstein

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he ...

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