Client Service

Tara M. Henry

Tara M. Henry, RP®Joined 2007

Tara serves as Client Operations Manager for Cobblestone. In addition to managing the Client Service Team, Tara also performs operational duties including performance reporting and specialized client reporting. She received a B.S. degree magna cum laude in Education from Bridgewater State University with a double major in Elementary Education & Communication Studies. Tara has earned the Registered ParaPlannersm designation and serves on the Board of Directors for the Rochester Chapter of the Executive Women’s Golf Association. Tara, her husband James, and their daughter reside in Fairport.

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Connor Brokaw

Connor BrokawJoined 2016

Connor serves as Executive Assistant to the Managing Partner. He received a B.S. degree in Management from St. John Fisher College. Prior to joining Cobblestone, Connor interned at Rochester Division of OppenheimerFunds, where he worked with investment staff to assess credit worthiness. He resides in Rochester.

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Eileen M. Byers

Eileen M. ByersJoined 2016

Eileen serves as a Client Service Associate at Cobblestone. Prior to joining Cobblestone, she worked for Thorley Wealth Management. Eileen received an A.A.S. degree from SUNY Alfred. In her spare time, Eileen enjoys traveling and sporter rifle shooting. She and her husband, Paul, reside in Hilton.

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Shannon O. DiStefano

Shannon O. DiStefanoJoined 1998

Shannon serves as a Client Service Associate at Cobblestone. She received an A.S. degree from Monroe Community College. In her spare time, Shannon enjoys spending time with her family. She and her husband Frank reside in Hilton with their two children.

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Peggy A. Mazzullo

Peggy A. MazzulloJoined 2001

Peggy serves as a Client Service Associate at Cobblestone. Prior to joining Cobblestone, she supported the Finance Director at Nortel Networks. In her spare time, Peggy enjoys boating, gardening, and cooking. Peggy resides in East Irondequoit.

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Sara L. SmithJoined 2017

Sara is the Receptionist at Cobblestone. She received a B.S. degree in Cross-Disciplinary Studies from Roberts Wesleyan College, with concentrations in psychology, social work, religion and philosophy.  Prior to working at Cobblestone, she worked for Kodak Alaris Inc. as an IT administrative assistant.  Sara resides in Chili.

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Kari A. Tubbs

Kari A. TubbsJoined 2012

Kari serves as Jr. Client Service Associate at Cobblestone. Prior to this role, she served as Cobblestone’s Receptionist for over 4 years.  She received an A.S. degree in Human Services from Monroe Community College.  Kari, her husband Nick, and their two daughters reside in Lima.

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