President
Brian A. Howard, CFP®
President
Tompkins Financial
Central New York
Kara G. Pass
Managing Director
Sr. Vice President
Tara T. Masters, CTFA®
Head of Operations
Sr. Trust Officer
Tami Amici, CTFA®
Vice President
Trust Tax and Estate Officer
Karen E. Ashley+
Wealth Management Assistant
Stacy Bertot
Assistant Vice President
Trust Administration Manager
Robert E. Bittner+
Assistant Vice President
Wealth Advisor
Kelly R. Brown
Assistant Administration Manager
Lynn Davenport
Trust Securities Associate
Matthew Forney+
Assistant Vice President
Wealth Advisor
Catherine L. Haupert, CFP®
Vice President
Trust Officer
Melissa M. Jacobs
Trust Associate
Marilyn Keating+
Wealth Management Assistant
Lisa Anne Leonardo
Manager of Trust Operations
Bridget Lorow
Trust Associate
Victor Hugo Marin+
Wealth Management Sales Assistant
Stacey Brown
Trust Operations Associate
William Murphy, CFP®+
Vice President
Sr. Wealth Advisor
Joseph Outzen+
Wealth Advisor
John A. Poli, CLU®, ChFC®, AEP®
Vice President
Sr. Trust Officer
Peggy Reed
Trust Associate
Erin Skinner
Trust Operations Associate
Don S. Stewart
Senior Trust Advisor
Rusdi Sumner
Financial Planner
Patricia Thornton
Senior Trust Operations Investment Associate
Teresa Thresher-Oplinger
Trusts and Estates Senior Associate
Michael J. Zoanetti, CFP®+
Vice President
Sr. Wealth Advisor
Western New York
James Sperry+
Senior Vice President
Managing Director
Nancy Klotz
Vice President
Director of Fiduciary Services
Eileen R. Burke+
Wealth Management Assistant
Megan E. Burke, CFP®+
Vice President
Sr. Wealth Advisor
Lois Bush, RP®, AWMA®+
Financial Planning Specialist
Valerie Derosia+
Wealth Management Assistant
Janice C. Donovan, RP®, AAMS®+
Wealth Management Operations Supervisor
Anthony L. Gugino, CFP®+
Executive Vice President
Sr. Wealth Advisor
Elizabeth Hakiel+
Vice President
Wealth Advisor
Susan M. Herendeen, CFP®+
Vice President
Financial Planning Manager
Colleen Jeffers+
Wealth Management Assistant
Stephen C. Krauss, CFA®+
Sr. Wealth Advisor
Christine Lane+
Vice President
Wealth Advisor
Joseph Monteleone+
Assistant Vice President
Financial Consultant
Timothy H. Olsen, AWMA®+
Assistant Vice President
Wealth Advisor
Pamela Rudolph+
Financial Consultant
Kathryn L. Shirer, CFP®+
Vice President
Sr. Wealth Advisor
Kristina Smith+
Wealth Management Sales Assistant
Christine Snyder
Tax Accountant
Timothy Squire+
Vice President
Wealth Advisor
Hudson Valley, New York
William D. Winters+
Senior Vice President
Managing Director
Dimitrios Alissandratos+
Wealth Management Assistant
John P. Genn III, CTFA®, AEP®
Vice President, Sr Trust Officer
Gregory Keefe
Vice President
Senior Trust Counsel
Steven K. Shepherd+
Wealth Advisor
Nilshika Weerasinghe+
Wealth Management Assistant
Southeastern Pennsylvania
Debra K. Kemmerer+
Wealth Management Associate
Ryan McCallum, CRPC®+
Assistant Vice President
Wealth Advisor
Gwen Werner+
Wealth Management Assistant
Timothy West+
Wealth Advisor
Investment Strategy
Chris Kim, AAMS®, CFA®, CFP®
Chief Investment Officer
Brian J. Murphy, CIMA®
Vice President
Manager of Investment Strategy Research
Andrew M. DeFran, CRPC®
Trader, Analyst
Matthew Fox, MBA
Trader, Analyst
Tax Services
William G. May
Vice President
Tax Director
Kristine R. Christensen, EA
Senior Tax Accountant
Jackie Dohse, EA
Senior Tax Accountant
+Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Wealth Advisors, Tompkins Financial Advisors, and Tompkins Trust Company are not registered broker/dealers and are not affiliated with LPL Financial.
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.