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Executive Committee

Estate Planning Council of Rochester has 15 registered members
Class of 2019
Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group
585-475-8433
Class of 2019
George H. Gray
Esq.
Gray & Feldman LLP
585-218-8620
Class of 2019
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
585-264-1658
Class of 2019
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust
585-419-0670 ext 50631
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
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
US Trust, Bank of America
585-546-9104
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
Cornerstone Wealth Management
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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