Bunner will be responsible for developing estate-planning strategies for clients. She works closely with clients’ legal, tax, and investment advisors to design, implement, and administer appropriate trust and estate plans, according to a Tompkins news release.
Bunner has four years of experience in the industry. Prior to joining Tompkins, she was a consultant at ACA Compliance Group, where she advised major global investment banking, securities, and investment management firms. She graduated from the University of Pittsburgh School of Law and also has a bachelor’s degree in communications from the University of Pittsburgh. Originally from Pittsburgh, Pennsylvania, Bunner now resides in Ithaca.
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corp. (NYSE: TMP). The firm has offices in Ithaca, Rochester, and White Plains, New York, as well as Wyomissing and Blue Bell, Pennsylvania.
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Photo credit: Tompkins Financial Advisors