2016-17 Chapter Officers & Directors

Greater Rochester NY Chapter

We are committed to providing the highest quality educational programs to help all of our members keep current on technical and practice management topics and be better financial planning professionals.

Doreen Haller, CFP®, CRPC

Doreen Haller, CFP®, CRPC

President

585-385-2280

Catherine Benjamin

Catherine Benjamin

Secretary

585-645-5652

Jamie Block, CFP®, CPA

Jamie Block, CFP®, CPA

Treasurer

585-442-3230

David Shaffer, Esq.

David Shaffer, Esq.

Past President

585-987-2878

Mary Szabat CFP®

Mary Szabat CFP®

Board Member

585-419-0670 x50603

Kay Pleghardt

Kay Pleghardt

Board Member

Matthew Eggar

Matthew Eggar

Board Member

585-475-8435
Margaret Whelehan

Margaret Whelehan

Chairwoman/Past President

585-313-9285

Diana Barlow

Diana Barlow

Chapter Executive

585-410-1462

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