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Wealth Management Team

President

Wealth Management Team

Brian A. Howard, CFP®

President
Tompkins Financial

Central New York

Wealth Management Team

Kara G. Pass

Managing Director
Sr. Vice President

Wealth Management Team

Tara T. Masters, CTFA®

Head of Operations
Sr. Trust Officer

 

Wealth Management Team

Tami Amici, CTFA®

Vice President
Trust Tax and Estate Officer

 

Wealth Management Team

Karen E. Ashley+

Wealth Management Assistant

 

Wealth Management Team

Stacy Bertot

Assistant Vice President
Trust Administration Manager

 

Wealth Management Team

Robert E. Bittner+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Kelly R. Brown

Assistant Administration Manager

 

Wealth Management Team

Lynn Davenport

Trust Securities Associate

 

Wealth Management Team

Matthew Forney+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Catherine L. Haupert, CFP®

Vice President
Trust Officer

 

Wealth Management Team

Melissa M. Jacobs

Trust Associate

 

Wealth Management Team

Marilyn Keating+

Wealth Management Assistant

 

Wealth Management Team

Lisa Anne Leonardo

Manager of Trust Operations

 

Wealth Management Team

Bridget Lorow

Trust Associate

 

Wealth Management Team

Victor Hugo Marin

Associate Wealth Advisor

 

Wealth Management Team

Stacey Brown

Trust Operations Associate

 

Wealth Management Team

William Murphy, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Joseph Outzen+

Wealth Advisor

 

Wealth Management Team

John A. Poli, CLU®, ChFC®, AEP®

Vice President
Sr. Trust Officer

 

Wealth Management Team

Peggy Reed

Trust Associate

 

Wealth Management Team

Erin Skinner

Trust Operations Associate

 

Wealth Management Team

Don S. Stewart

Senior Trust Advisor

 

Wealth Management Team

Rusdi Sumner

Financial Planner

 

Wealth Management Team

Patricia Thornton

Senior Trust Operations Investment Associate

 

Wealth Management Team

Teresa Thresher-Oplinger

Trusts and Estates Senior Associate

 

Wealth Management Team

Michael J. Zoanetti, CFP®+

Vice President
Sr. Wealth Advisor

 

Western New York

Wealth Management Team

James Sperry+

Senior Vice President
Managing Director

 

Wealth Management Team

Nancy Klotz

Vice President
Director of Fiduciary Services

 

Wealth Management Team

Eileen R. Burke+

Wealth Management Assistant

 

Wealth Management Team

Megan E. Burke, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Lois Bush, RP®, AWMA®+

Financial Planning Specialist

 

Wealth Management Team

Valerie Derosia+

Wealth Management Assistant

 

Wealth Management Team

Janice C. Donovan, RP®, AAMS®+

Wealth Management Operations Supervisor

 

Wealth Management Team

Anthony L. Gugino, CFP®+

Executive Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Elizabeth Hakiel+

Vice President
Wealth Advisor

 

Wealth Management Team

Susan M. Herendeen, CFP®+

Vice President
Financial Planning Manager

 

Wealth Management Team

Colleen Jeffers+

Wealth Management Assistant

 

Wealth Management Team

Stephen C. Krauss, CFA®+

Sr. Wealth Advisor

 

Wealth Management Team

Christine Lane+

Vice President
Wealth Advisor

 

Wealth Management Team

Joseph Monteleone+

Assistant Vice President
Financial Consultant

 

Wealth Management Team

Timothy H. Olsen, AWMA®+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Pamela Rudolph+

Financial Consultant

 

Wealth Management Team

Kathryn L. Shirer, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Kristina Smith+

Associate Wealth Advisor

 

Wealth Management Team

Christine Snyder

Tax Accountant

 

Wealth Management Team

Timothy Squire+

Vice President
Wealth Advisor

 

Hudson Valley, New York

Wealth Management Team

William D. Winters+

Senior Vice President
Managing Director

 

Wealth Management Team

Dimitrios Alissandratos+

Wealth Management Assistant

 

Wealth Management Team

John P. Genn III, CTFA®, AEP®

Vice President, Sr Trust Officer

 

Wealth Management Team

Gregory Keefe

Vice President
Senior Trust Counsel

 

Wealth Management Team

Steven K. Shepherd+

Wealth Advisor

 

Wealth Management Team

Nilshika Weerasinghe+

Wealth Management Assistant

 

Southeastern Pennsylvania

Wealth Management Team

Debra K. Kemmerer+

Wealth Management Associate

 

Wealth Management Team

Ryan McCallum, CRPC®, AIFS+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Gwen Werner+

Wealth Management Assistant

 

Wealth Management Team

Timothy West+

Wealth Advisor

 

Investment Strategy

Wealth Management Team

Chris Kim, AAMS®, CFA®, CFP®

Chief Investment Officer

Wealth Management Team

Brian J. Murphy, CIMA®

Vice President
Manager of Investment Strategy Research

Wealth Management Team

Andrew M. DeFran, CRPC®

Trader, Analyst

Wealth Management Team

Matthew Fox, MBA

Trader, Analyst

Tax Services

Wealth Management Team

William G. May

Vice President
Tax Director

 

Wealth Management Team

Kristine R. Christensen, EA

Senior Tax Accountant

 

Wealth Management Team

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.