enfrdeitptes

Executive Committee

Estate Planning Council of Rochester has 18 registered members
Class of 2019
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust
585-419-0670 ext 50631
Class of 2020
Kevin Best
CFP, AEP®
BEST TIMES Financial Planning, Inc.
585-350-7203
Class of 2020
Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors
585-419-8359
Class of 2020
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
x 50666
Class of 2020
Alan D. Deuel
CLU ChFC MBA
Finger Lakes Financial Services, Inc.
585-586-2600
Class of 2020
Susan Herendeen
CFP®, AEP®
ESL Trust Services, LLC
585.339.4325
Class of 2020
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
987-2859
Class of 2020
Leslie A. Rector
CISP
Exeter Trust Company
325-6880
Class of 2020
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453
Class of 2020
Jeanette Townsend
CPA
Davie Kaplan CPA, P.C.
454-4161
Class of 2020
Don H. Twietmeyer
Esq., CPA
Trevett Cristo P.C.
585-454-2181
123
Class of 2020
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
585-586-8830
47
Class of 2021
Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust
585-419-0670
41935
Class of 2021
Alan M. Ginsberg
CLU, ChFC
AM Ginsberg Advisory Group
585-377-4720
Class of 2021
Victoria Kleehammer
CPA
EFPR Group LLP
340-5254
Class of 2021
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC
5856235982
Class of 2021
Alan J. Pecora
CPA, Esq.
Insero & Company, P.C.
585-454-6996
Executive Director
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906

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