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Trusts and Estates Team

Trusts and Estates Services

Trust and Estates Services

Brian A. Howard

President
Tompkins Financial Advisors

 

Trust and Estates Services

Nancy Klotz

Vice President
Director of Fiduciary Services
Western New York

 

Trust and Estates Services

Tami Amici, CTFA®

Vice President
Trust Tax and Estate Officer
Central New York

 

Trust and Estates Services

Stacy Bertot

Assistant Vice President
Trust Administration Manager
Central New York

 

Trust and Estates Services

Lynn Davenport

Trust Securities Associate
Central New York

 

Trust and Estates Services

John P. Genn III, CTFA®, AEP®

Vice President, Sr Trust Officer
Hudson Valley

 

Trust and Estates Services

Catherine L. Haupert, CFP®

Vice President
Trust Officer
Central New York

 

Trust and Estates Services

Melissa M. Jacobs

Trust Associate
Central New York

 

Trust and Estates Services

Gregory Keefe

Vice President
Senior Trust Counsel
Hudson Valley

 

Trust and Estates Services

Lisa Anne Leonardo

Manager of Trust Operations
Central New York

 

Trust and Estates Services

Bridget Lorow

Trust Associate
Central New York

 

Trust and Estates Services

Tara T. Masters, CTFA®

Head of Operations
Sr, Trust Officer
Central New York

 

Trust and Estates Services

Stacey Brown

Trust Operations Associate
Central New York

 

Trust and Estates Services

John A. Poli, CLU®, ChFC®, AEP®

Vice President
Sr. Trust Officer
Central New York

 

Trust and Estates Services

Peggy Reed

Trust Associate
Central New York

 

Trust and Estates Services

Erin Skinner

Trust Operations Associate
Central New York

 

Trust and Estates Services

Don S. Stewart

Senior Trust Advisor
Central New York

 

Wealth Management Team

Christine Snyder

Tax Accountant

 

Trust and Estates Services

Patricia Thornton

Senior Trust Operations Investment Associate
Central New York

 

Trust and Estates Services

Teresa Thresher-Oplinger

Trusts and Estates Senior Associate