Executive Committee

Estate Planning Council of Rochester has 17 registered members
Class of 2023
Joshua B Beisker
Joshua B Beisker
Senior Counsel
Underberg & Kessler LLP
(585) 258-2879

Class of 2023
Brett Caroselli
Brett Caroselli
MBA, CFP, CLU
Mapstone Veritas Financial Group
475-8419

Class of 2023
Craig Gingerich
Craig Gingerich
CFP®
Sage Rutty & Co

Class of 2023
Catherine Johnson
Catherine Johnson
CPA
Bonadio & Company, LLP
249-2734

Class of 2023
Jacqueline Riorden
Jacqueline Riorden
CTFA, AEP, CEPS, RP
ESL Trust Services
585-339-4301

Class of 2024
Jamie Block
Jamie Block
CFP, CPA/PFS, CDFA
Mercer Advisors
585-442-3230

Class of 2024
Barbara M. Clemons
Barbara M. Clemons
CLU, ChFC, CFP, CASL, CTFA, AEP
ESL Investment Services, LLC
336-1217

Class of 2024
Diane K. Donnelly
Diane K. Donnelly
Esq.
Wilmington Trust

Class of 2024
David Germano
David Germano
CFP
Beltz Ianni & Associates
5853405200

Class of 2024
Ramona Green
Ramona Green
Trust Officer, CTFA
Canandaigua National Bank & Trust Company
585-419-0670
Ext 50616

Class of 2025
Geoffrey Brougher
Geoffrey Brougher
Trust Officer/Esq.
Bank of America Private Bank
585-546-9104

Class of 2025
Michelle DiRenzo
Michelle DiRenzo
CFP, ChFC, CDFA
Mapstone Veritas Financial Group
585-475-8443

Class of 2025
Timothy Muck
Timothy Muck
Esq.
Barclay Damon
585-295-4471

Class of 2025
Bliss Owen
Bliss Owen
CPA
Gray Locey CPA, PLLC
585-244-8080

Class of 2025
James Traylor
James Traylor
CLU, ChFC, ChSNC
Upstate Special Needs Planning
5852501984

Executive Director
Theresa S. Parker Duane
Theresa S. Parker Duane
The Rivers Organization
585-586-6906

Send email

Executive Director
Richard C. Rivers
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906

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Platinum Sponsors

Canadaigua National Bank
Mapstone Veritas
EFPR Group, LLP
Key Private Bank
https://www.trevettcristo.com/
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