Wealth Planning

James J. Eckl, J.D.

James J. Eckl, J.D.Partner, joined 1999

Jim serves as Director of Wealth Planning Services for Cobblestone. He received a B.B.A degree in Accounting from St. Bonaventure University and a J.D. degree from the University of Dayton School of Law. Prior to joining Cobblestone Capital Advisors, Jim was Director of Pricewaterhouse Coopers’ Personal Financial Planning Group in Southwest Ohio, working closely with corporate executives, business owners, and families to meet their planning needs. He previously worked in the Private Clients Group of Nixon Peabody, LLP.  Jim serves as a member of the YMCA George Williams Society Advisory Committee, a member of the United Way of Greater Rochester Professional Advisory Council, and Treasurer and board member of the Rochester Regional Library Council.  Jim, his wife Jeanne, and their two children reside in Penfield.


Carroll G. Wert, CFP® Partner, Joined 1998

Carroll is a Certified Financial Planner™. She received a B.B.A. degree in Marketing from St. Bonaventure University and is a member of the Estate Planning Council of Rochester. Prior to joining Cobblestone, Carroll was a Trust Officer at Chase Manhattan Bank administering both trusts and estates. Carroll, her husband Glenn, and their two children reside in Fairport.


Tobin B. Woodruff

Tobin B. Woodruff, CFP®Joined 2002

Tobin received a B.A. in Philosophy from Cornell University and an M.A. in Philosophy from the University of Toronto. Prior to joining Cobblestone’s Wealth Planning team full-time in 2010, he provided Cobblestone with system administration and paraplanning support. He earned the Certified Financial Planner™ designation in 2011 and is a member of the Estate Planning Council of Rochester.  Tobin, his wife Julie and their two children reside in Fairport.


Neal HeslorJoined 2017

Neal serves as a Wealth Planner at Cobblestone.  He received a B.S. degree in Business Economics from the State University at Oneonta and plans on working toward the Certified Financial Planner™ designation. Prior to joining Cobblestone, Neal worked as a Financial Planner at Tompkins Financial Advisors.  Neal currently resides in Webster with his wife, Kolleen, and their three children.


Allison Shuler

Allison ShulerJoined 2016

Allison received a B.A. degree in Mathematics from Nazareth College of Rochester. Prior to joining Cobblestone, she worked at Manning & Napier Advisors as an Operations Associate. Allison is currently working toward her Certified Financial Planner™ designation. She resides in Irondequoit.


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