Meet Our Personal Finance Team

Greg Keefe Gregory Keefe
Senior Trust Counsel

Hudson Valley Region Tompkins Financial Advisors
Juris Doctor, Pace University School of Law
Admitted to the New York State Bar
914-946-1277
gkeefe@tompkinsfinancialadvisors.com
www.tompkinsfinancialadvisors.com
 
Tiffany O'Toole

Tiffany O'Toole
Managing Director

Hudson Valley Region Tompkins Financial Advisors
Series 7, 8, 4, 24, 63, 66 Securities Registrations, NYS Life and Health Insurance License
914-946-1277
totoole@tompkinsfinancialadvisors.com
www.tompkinsfinancialadvisors.com

 James Sbarra

James Sbarra*
Financial Consultant

Series 7, 66 Securities Registrations, NYS Life and Health Insurance License
914-946-1277
james.sbarra@investfinancial.com

Cristin Tsakanikas

Cristin Tsakanikas 
Trust Associate
Tompkins Financial Advisors
914-946-1277
 
ctsakanikas@tompkinsfinancialadvisors.com

www.tompkinsfinancialadvisors.com 

William Winters

William D. Winters
VP and Trust Officer

Tompkins Financial Advisors
Series 7, 63 Securities Registrations, NYS Life and Health Insurance License
914-946-1277

bwinters@tompkinsfinancialadvisors.com

www.tompkinsfinancialadvisors.com 

*James Sbarra is a registered representative of and securities, advisory services and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC.   INVEST and its affiliated 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.
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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.