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Estate Planning Council of Rochester has 17 registered members
Class of 2018
Christen C. Bruu
Esq.
Woods, Oviatt, Gilman LLP
585-987-2895
Class of 2018
Jillian E. Dart
Esq., CTFA
US Trust, Bank of America
585-546-9104
Class of 2018
Mark E. Kluge
CLU®, CAP®, AEP®
BlueMark Advisors
(585) 244-6873
Class of 2018
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
585.512.8453
Class of 2018
Vincent J. Tomei III
CPA
EFP Rotenberg, LLP
585-427-8900
Class of 2019
Alan M. Ginsberg
CLU, ChFC
AM Ginsberg Advisory Group
585-377-4720
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 2019
Don H. Twietmeyer
Esq., CPA
Trevett Cristo P.C.
585-454-2181
123
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
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
Executive Director
Richard C. Rivers
CAE
The Rivers Organization
585-586-6906

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