Scott M. Lefebre, CPA/PFS

Scott Lefebre is a founding partner of Seneca Financial Advisors and currently serves as the firm’s Managing Director, Business Development. Prior to joining Seneca, Mr. Lefebre served with Nixon Peabody LLP as Manager of the Partner Services Team, providing tax planning and compliance and, as Financial Services Manager for the law firm’s subsidiary, Nixon Peabody Financial Advisors LLC. As a partner with Seneca Financial Advisors, Mr. Lefebre provides financial planning, income and estate tax planning, and wealth advisory services to a range of the firm’s clients; executives, law firm partners, retirees, and their families. In addition, he counsels clients on cash flow planning, balance sheet management, education planning, retirement planning, risk management, investment consulting, and portfolio management. Mr. Lefebre is a member of Seneca’s Investment Committee which directs overall investment policy, manager selection and monitoring. He also serves as the chair of the firm’s Tax Department.

Education:

University of Nevada, B.S. Accounting

Certifications:

Certified Public Accountant and Personal Financial Specialist

Affiliations:  

• Past Chair Board of Directors for Heritage Christian Services
• Member of the American Institute of Certified Public Accountants, Personal Financial
• The New York State Society of Certified Public Accountants
• New York State Board for Public Accountancy
• Estate Planning Council of Rochester, NY