enfrdeitptes

Executive Committee

Estate Planning Council of Rochester has 15 registered members
Class of 2019
Koen M. Goorman
Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group
585-475-8433
Class of 2019
George H. Gray
George H. Gray
Esq.
Gray & Feldman LLP
585-218-8620
Class of 2019
David B. Mirsky
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
585-264-1658
Class of 2019
Rita Nischal
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust
585-419-0670 ext 50631
Class of 2020
Maria E. Caton
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
419-0670
x 50666
Class of 2020
Alan D. Deuel
Alan D. Deuel
CLU ChFC MBA
Finger Lakes Financial Services, Inc.
585-586-2600
Class of 2020
Richard A. Marchese, Jr.
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
987-2859
Class of 2020
Leslie A. Rector
Leslie A. Rector
CISP
Exeter Trust Company
325-6880
Class of 2020
Jeanette Townsend
Jeanette Townsend
CPA
Davie Kaplan CPA, P.C.
454-4161
Class of 2021
Jillian E. Dart
Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust
585-419-0670
41935
Class of 2021
Alan M. Ginsberg
Alan M. Ginsberg
CLU, ChFC
AM Ginsberg Advisory Group
585-377-4720
Class of 2021
Victoria Kleehammer
Victoria Kleehammer
CPA
EFPR Group LLP
340-5254
Class of 2021
Kelly L. Olczak
Kelly L. Olczak
CFP
Cornerstone Wealth Management
5856235982
Class of 2021
Alan J. Pecora
Alan J. Pecora
CPA, Esq.
Insero & Company, P.C.
585-454-6996
Executive Director
Richard C. Rivers
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906
Powered by Community Builder

Upcoming Events

21 Mar 2019
Veterans Benefits
21 May 2019
TBD

Platinum Sponsors

Best Times Financial Planning
Centra Financial Group
Harris Beach
Sage Rutty
Woods Oviatt Gilman
Go to top
JSN Boot template designed by JoomlaShine.com