Investment Services

Personal Finance

 

Request Information

Meet Our Personal Finance Team

Loading...
Michelle Benedict-Jones Michelle Benedict-Jones
Senior VP & Manager
Certified Financial Planner
607-273-0037

mbenedict-jones@tompkinstrust.com
Samuel Brewer

Samuel V. Brewer
VP & Trust Officer
607-273-0037
sbrewer@tompkinstrust.com

Loren Gardner Loren Gardner 
Assistant VP & Trust Officer
Series 7, 63, 65 Securities Registrations
NYS Life Insurance License
607-273-0037
lgardner@tompkinstrust.com
Catherine Haupert Catherine Haupert
VP & Trust Officer
Certified Financial Planner
Series 7, 63, 65 Securities Registrations
NYS Life and Health Insurance Licenses
607-273-0037
chaupert@tompkinstrust.com
Paul Marino Paul Marino
VP & Trust Officer
Certified Financial Planner
Series 7, 63, 65 Securities Registrations
NYS Life Insurance License
607-273-0037
pmarino@tompkinstrust.com
Nancy Massicci Nancy Massicci
Assistant VP & Trust Officer
607-273-0037
nmassicci@tompkinstrust.com
Tara Masters

Tara Masters 
Assistant VP & Trust Officer
607-273-0037
tmasters@tompkinstrust.com

John Poli

John Poli
Vice President & Trust Officer
CLU, ChFC, AEP
NYS Life and Health Insurance Licenses
607-662-0647
jpoli@tompkinstrust.com

Beth Ann Prudence

Beth Ann Prudence
VP & Trust Officer
Certified Financial Planner
Series 7, 63, 24, 65 Securities Registrations
NYS Life and Health Insurance Licenses
607-266-5480
bprudence@tompkinstrust.com

Donald Stewart Donald S. Stewart
607-273-0037
dstewart@tompkinstrust.com
Philip Winn

Philip S. Winn, Esq.
VP & Trust Officer
Attorney and Counselor at Law
607-273-0037
pwinn@tompkinstrust.com

Shannon Albanese Shannon Albanese
Financial Services Specialist
Series 7, 63 Securities Registrations
NYS Life and Health Insurance Licenses
Branch Locations: Auburn, Cortland, Main Office, Plaza Office, West End
607-274-2058
Shannon.Albanese@investfinancial.com
Chris Milner Chris Milner
Financial Services Specialist
Series 7, 63 Securities Registrations
NYS Life and Health Insurance Licenses
Branch Locations: Community Corners, Cornell, Dryden, East Hill, Kendal, Odessa, Triphammer, Trumansburg
607-257-2656
Christopher.Milner@investfinancial.com

 

Registered representatives of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with other entities named. Products and services offered through INVEST *Are not FDIC/NCUA insured *are not guaranteed by any Bank/Credit Union* may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy