Meet Our Personal Finance Team

 http://www.tompkinsadvisors.com/uploadedImages/Tompkins_Advisors/Home/Who_We_Are/shannon_carson.jpg

Shannon Carson*
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  
scarson@tompkinsfinancialadvisors.com

Michelle Benedict-Jones

Michelle Benedict-Jones
Managing Director, Central New York
Certified Financial Planner
607-273-0037
 
mbenedict-jones@tompkinsfinancialadvisors.com

Samuel Brewer

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

Loren Gardner

Loren Gardner
Wealth Advisor

Series 7, 63, 65 Securities Registrations
NYS Life Insurance License
607-273-0037

lgardner@tompkinsfinancialadvisors.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@tompkinsfinancialadvisors.com

Chris Kim 

Chris Kim**
Vice President, Wealth Advisor
 
607-273-0037
ckim@tompkinsfinancialadvisors.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

Tara Masters

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

Bill Murphy

Bill Murphy, CFP®
AVP, Wealth Advisor
Certified Financial Planner
Series 6, 63, 7 and 24 Securities Registrations
NYS Life Insurance License
607-273-0037
wmurphy@tompkinsfinancialadvisors.com

John Poli

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

Michael Zoanetti

Michael Zoanetti** 
VP, Sr Wealth Advisor
315-263-8023

mzoanetti@tompkinsfinancialadvisors.com

 

Shannon Carson is a registered representative of and securities and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC.   INVEST and its affiliated insurance agencies offer securities and certain insurance products.  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  

**Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and AM&M Financial Services, Inc. Tompkins Trust Company provides bank trust and asset management services.  Tompkins Financial subsidiary AM&M Financial Services, a registered investment advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through AM&M subsidiary Ensemble Financial Services, Member FINRA, SIPC.

Investments are not FDIC insured, not Bank guaranteed, and may lose value. 

INVEST Financial Corporation and Ensemble Financial Services are not affiliated.