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Meet Our Trust Services Team

You don’t have just one person looking out for your interests, but an entire team of experienced financial professionals.

Their diversity, depth, and expertise will create a balanced plan and customized strategy that are uniquely yours. Because they collaborate with each other, you will always have people to call on and coverage in any contingency. You can depend on them for straightforward information, trustworthy advice, and our legendary ESL service.

We welcome the opportunity to meet with you to discuss your particular situation. Personal service and complete discretion are the cornerstones of how we conduct business.

Contact Us

To schedule an appointment with our ESL Trust Services team, please call 585.336.1300

Susan M. Herendeen

Susan M.  Herendeen, CFP®, CTFA, AEP®

Managing Director,
ESL Trust Services

Allan P. Ford

Allan P.  Ford, MBA

Senior Portfolio Manager,
ESL Trust Services

Jacqueline Riorden

Jacqueline  Riorden, CTFA, CEPS, AEP®, RP

Senior Fiduciary Officer,
ESL Trust Services

Lauren Whiting

Lauren  Whiting

Fiduciary Officer,
ESL Trust Services