Serena is a Trust Counsel for TFA and is based in the Western New York market. She partners with TFA Wealth Advisors, other Tompkins partners and clients’ outside advisors to assist in building a comprehensive estate plan. By collaborating with TFA clients’ attorneys and accountants, Serena works to ensure the spectrum of client needs are met and remain current.
In addition to estate planning, Serena is also responsible for the administration of trusts and estates where Tompkins serves as the trustee or estate fiduciary.
Serena has been a recipient of several past awards including, The Daily Record and Rochester Business Journal’s Legal Excellence Award – Up and Coming Attorney, 2022; Super Lawyers Rising Star, 2022 and Super Lawyers Rising Star, 2021.
AFFILIATIONS & MEMBERSHIPS
The Ayco Company, L.P. d/b/a Goldman Sachs Personal Financial Management; several law firms located in Albany and Rochester, New York.
2 years of experience in gift and fiduciary income tax work;
6 years of experience in private practice including estate planning and administration and representing regional and community banks in commercial loan transactions
Board Member, PathStone Development Corporation
Board Member, PathStone Housing Action Corporation
Membership Committee, Monroe County Bar Association