enfrdeitptes

Executive Committee

Estate Planning Council of Rochester has 16 registered members
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
Jeanette Townsend
CPA
Davie Kaplan CPA, P.C.
454-4161
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
Class of 2022
Dustin Baker
CFP®, ChFC®, RICP®, CLU®
ESL Wealth Management
585-339-4627
Class of 2022
Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group
585-475-8433
Class of 2022
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
585-264-1658
Class of 2022
Elaine Moran
BTO
US Trust Bank of American
585-546-9547
Class of 2022
Lauren F. Whiting
Nixon Peabosdy LLP
585-263-1081
Executive Director
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906

Platinum Sponsors

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