Executive Committee

Estate Planning Council of Rochester has 16 registered members
Class of 2022
Dustin Baker
Dustin Baker
CFP®, ChFC®, RICP®, CLU®
ESL Investment Services, LLC
585-339-4627

Class of 2022
Koen M. Goorman
Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group
585-475-8433

Class of 2022
David B. Mirsky
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
585-264-1658

Class of 2022
Elaine M. Moran
Elaine M. Moran
BTO
Bank of America Private Bank
585-546-9574

Class of 2022
Lauren F. Whiting
Lauren F. Whiting
6165662289

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
Richard A. Marchese, Jr.
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
987-2859

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
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

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

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Platinum Sponsors

CNB - Wealth Management
ESL Trust Services
Finger Lakes Financial Services, Inc.
Welker, Mojsej & Delvecchio
Woods Oviatt Gilman
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