Scott M. Lefebre, CPA/PFS

Partner/Managing Director, Business Development

NY: 585.203.1211 x105

DC: 202.536.2330 x105

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Education

University of Nevada, B.S. Accounting

Cerifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • Past Chair, Board of Directors – Heritage Christian Services
  • Current, Board of Directors – Heritage Christian Services
  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • New York State Board for Public Accountancy
  • Estate Planning Council of Rochester

Scott is a founding partner of Seneca Financial Advisors and currently serves as the firm’s Managing Director, Business Development. Prior to joining Seneca, Scott served with a global firm as Manager of the Partner Services Team, providing tax planning and compliance services and as Financial Services Manager for the firm’s RIA subsidiary.

 

As a Partner with Seneca Financial Advisors, Scott provides financial planning, income and estate tax planning, and wealth advisory services to a wide range of the firm’s clients, including law firm partners, executives, retirees, and their families.  Scott is also a member of Seneca’s Investment Committee which directs overall investment policy, manager selection, and monitoring.