Meet The Team

David B. Mirsky, CPA/PFS, CFP^®, CMA

President

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Dave is the founder and President of Mirsky Financial Management Corp. (MFMC). Dave has over 30 years of experience in the industry. Dave has a strong public accounting, tax and finance background, which he draws upon when servicing his clients. Dave is keenly attuned to opportunities for his clients to generate and accumulate wealth, using a highly focused eye for detail and a methodical, thorough and analytical approach to financial analysis.

Dave takes great pride in MFMC’s client focused value proposition which is meant to provide unlimited financial services within its investment management structure. Although Dave is trained in Quantitative Analysis, he thoroughly understands that each client has a specific set of important issues and unique goals that require skills of thoughtful consideration weaving within the numbers.

Dave enjoys working with clients from various walks of life and shines when presented with complex tax and planning problems. Resolving these issues in a proactive and meaningful manner is what makes Dave and his clients love working together.

Dave is a native of Rochester, NY. He has two adult children and looks forward to playing with grandchildren in the decades ahead. He loves to coach youth baseball as a volunteer during the summer in between an occasional round of golf.

Credentials

University of Rochester, Simon School MBA, Finance & Entrepreneurship
SUNY Albany, BS, Accounting/Economics
Certified Public Accountant - Personal Financial Specialist
Certified Financial Planner ™
Certified Management Accountant
Licensed Insurance Advisor, Broker License Series 7, 63 & 65

Bernard L. Salamone, ESQ, CPA, CFP^®

Executive Vice President

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Bernie serves as the Executive Vice President of Mirsky Financial Management Corp. (MFMC). His approach to financial planning is driven by over 25 years of experience as an Estate Planning Attorney and Certified Public Accountant. Once the “big picture” and the client objectives are understood, Bernie stands ready to help his clients achieve their goals through thoughtful implementation of a customized action plan. He focuses specifically on investment management and planning, with a concentration on income tax and estate planning and administration. Additionally, Bernie’s experience with elder law enables him to offer peace of mind for families facing long-term care decisions.

Prior to the inception of MFMC, Bernie built a solid foundation as an investment advisor with Tompkins Financial Advisors and Ensemble Financial Services. He is able to maintain strong relationships with his clients through his diligence and thorough expertise. Bernie excels at identifying critical issues affecting clients’ tax and financial planning matters.

Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and also serves on the Finance Committee at McQuaid Jesuit High School.

Credentials

SUNY Buffalo, JD
University of Rochester, Simon School MBA, Finance & Accounting
University of Rochester, BA Economics, with distinction
Certified Public Accountant
Certified Financial Planner ™
FINRA Licensed Security Broker – Series 6 & 63

Mary F. McElligott,EA

Director of Tax Services

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Mary directs the Tax Department at Mirsky Financial Management Corp. and has been with the firm since its inception (approaching 20 years as Dave’s right hand). Mary possesses an extraordinary commitment level and work ethic as well as the desire to “go the extra mile” in order to make each financial experience a happy one for her clients. She manages the firm’s preparation of tax returns and tax planning process, responds to tax notices and represents clients during tax audits. Mary also conducts annual training of her staff of tax professionals. In addition, she provides financial planning support for services such as asset allocation studies and retirement analyses.

Mary grew up in Spencerport and is a current resident of Fairport with her husband Tim, two great children and several dogs. She spends most of her spare time participating in dog sports and cleaning up after them.

Credentials

SUNY Fredonia, B.S. Accounting
Enrolled Agent (EA)

Carol M. Maloney

Office Manager

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Carol joined the MFMC team in June 2015. Carol has worked in the financial industry for over 20 years in various positions. She is in charge of keeping the office running smoothly and managing the front office administrative staff. Carol is responsible for the research, implementation and maintenance of new software programs for the company – such as our Customer Relationship Management System (CRM), Client Portal and company website.

Carol lives in the town of Brighton with her husband Bill and their Labrador Retriever Holly. They enjoy spending time with their 5 children and 6 grandchildren as much as possible. They also enjoy vacationing at the shore.

Janice C. Donovan

Client Services Associate

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Janice joined Mirsky Financial Management Corp in July 2018, bringing over 30 years of experience in the financial industry. Janice’s responsibilities include supporting advisors by performing duties in the operations area, such as new account opening, money movement, trading, reporting and research. Janice strives for exceptional customer service in all aspects.

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.

Credentials

Monroe Community College, Associates Degree of Office Technology
College of Financial Planning