About Us

Our People

What truly separates us from larger financial services firms is our people--experienced, non-commissioned professionals who take the time to understand your needs and goals, and offer the kind of personal service that builds long-term relationships.

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Paul Tarantino
Vice President, Senior Wealth Consultant, Regional Manager
(941) 366-7222 x 50720
[email protected]
 

The following officers are available by appointment:

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Geoffrey E. Blyth
Senior Vice President,
Senior Investment Strategist
(941) 366-7222 x 57702
[email protected]
 
Stacey-Bowers
Stacey Lynn Bowers
Assistant Vice President,
Trust Officer
(941) 366-7222 x 50609
[email protected]
 
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Mark Buonaugurio
Senior Vice President,
Senior Wealth Advisor
(941) 366-7222 x 50617
[email protected]
 
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Maria Caton, CFP®, ChSNC® , AAMS®
Senior Vice President,
Manager of Financial Planning Services, Team Leader
(941) 366-7222 x 50666
[email protected]
Jillian-Dart
Jillian Erika Dart, Esq., CTFA, AEP
Senior Vice President
Manager of Trust and Estate Solutions
(941) 366-7222 x 41935
[email protected]
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Jason Fitzgerald, CFP®
Senior Vice President,
Senior Wealth Advisor -
Team Leader
(941) 366-7222 x 50628
[email protected]
 
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Sam Guerrieri
Executive Vice President,
Wealth Brands
(941) 366-7222 x 50608
[email protected]
 
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Laurie Haelen, AIF®
Senior Vice President,
Manager of Investment and Financial Planning Solutions
(941) 366-7222 x 41970
[email protected]
 
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Charlene S. Johnson, CPC
Vice President,
Retirement Services Officer
(941) 366-7222 x 50690
[email protected]
 
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James F. Lieb, CTFA
Senior Vice President,
Senior Trust Officer -
Team Leader
(941) 366-7222 x 50665
[email protected]
 
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Mark S. Mazzochetti, CISP
Vice President,
Retirement Services Officer
(941) 366-7222 x 50606
[email protected]
 
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Kate D. Noble, CTFA, AEP
Senior Vice President,
Senior Trust Officer
(941) 366-7222 x 50691
[email protected]
 
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Joy Ryen Plotnik, Esq.
Senior Vice President,
Senior Trust Officer
(941) 366-7222 x 57713
[email protected]
 
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Stephen A. Rossi, MBA, CFA®, CFP®
Senior Vice President,
Senior Equity Strategist
(941) 366-7222 x 50677
[email protected]
 
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James P. Terwilliger, PhD, CFP®
Senior Vice President,
Senior Planning Advisor
(941) 366-7222 x 50630
[email protected]
 
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Scott Trumbower
Senior Vice President, Wealth Administration -
Shareholder Relations
(941) 366-7222 x 50611
[email protected]
 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

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