Bernie finds joy in directly helping clients while leveraging his extensive knowledge in law, tax, and investments. He began his financial services career in 2001 and was executive vice president at Mirsky Financial Management Corporation until its acquisition by Mercer Advisors in 2021. Prior, Bernie was a law partner at Salamone & Salamone and a tax associate at Price Waterhouse. Bernie holds a J.D. from the State University of New York at Buffalo and has been a practicing attorney since 1992. He earned a B.A. in economics and an MBA in finance and accounting from the University of Rochester. Additionally, he is a certified public accountant and a CERTIFIED FINANCIAL PLANNER® Professional. In his spare time, Bernie enjoys playing competitive pickleball and taking family vacations. He is a supporter of the American Cancer Society. A Rochester native, Bernie takes pride in the city’s vibrant culture and high quality of life.
Fairport
375 Woodcliff Drive Suite 1C Fairport, New York 14450