enfrdeitptes

Executive Committee

Estate Planning Council of Rochester has 16 registered members
Class of 2021
Barbara M. Clemons
Barbara M. Clemons
CLU, ChFC, CFP, CASL, CTFA
ESL Investment Services, LLC
336-1217
Class of 2021
Jillian E. Dart
Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust
585-419-0670
41935
Class of 2021
Victoria Kleehammer
Victoria Kleehammer
CPA
EFPR Group LLP
340-5154
Class of 2021
Kelly L. Olczak
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC
5856235982
Class of 2021
Alan J. Pecora
Alan J. Pecora
CPA, Esq.
Insero & Company, P.C.
585-454-6996
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
Executive Director
Richard C. Rivers
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906
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Platinum Sponsors

Best Times Financial Planning
CNB - Wealth Management
ESL Trust Services
Finger Lakes Financial Services, Inc.
Thorley Wealth Management
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