Bernie’s approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client’s tax and financial planning. Bernie received his JD from State University of New York and both a Bachelor’s degree and an MBA in Finance and Accounting from the University of Rochester. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012. Bernie also provides experienced guidance and alternative solutions for families facing long-term care financial decisions. Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and serves on the Finance Committee at McQuaid Jesuit High School.

Nick is a seasoned tax professional who enjoys providing tax preparation and planning services to our clients and their businesses. He is skilled in communicating our complex tax codes in a simple, structured manner. Nick brings close to 30 years' experience in corporate finance and public accounting to his role at Mercer Advisors. He received his bachelor's degree from the Rochester Institute of Technology and a master's degree in Law from the Thomas Jefferson School of Law. Nick is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Nick enjoys working on his farm, exploring nature, and competing in triathlons and running events.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.

Janice strives to provide exceptional customer service to clients in a variety of areas. She supports the advisors in operations in areas such as new account opening, money movement, trading, reporting and research. Janice has over 30 years of experience in the financial services industry beginning as a receptionist and growing within the industry over the years assisting advisors within the operations department. Janice joined Mirsky Financial Management Corp in 2018. Prior to joining Mirsky, she worked as a client services associate at Tompkins Financial Advisors. Janice lives in Brighton, NY with her husband, Jim, along with 2 rescue dogs named Zach and Guinness. Her hobbies include reading, camping, and traveling.

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.