We gratefully acknowledge the many professional advisors who work to encourage philanthropy by partnering with the Chester County Community Foundation.
Estate Planning Attorneys
- Emily Temple Abels, Esq.: Larmore Scarlett
- Denise M. Antonelli, Esq.: Gawthrop Greenwood
- Joseph A. Bellinghieri, Esq.: MacElree Harvey
- P. Kristen Bennett, Esq.: Gawthrop Greenwood
- Robert A. Burke, Esq.: MacElree Harvey
- Richard S. Caputo, Esq.: Fox Rothschild
- April L. Charleston, Esq.: The Charleston Firm
- Janet Colliton, Esq.: Colliton Law
- Lisa Comber-Hall, Esq.: Hall Law Offices
- Kathryn H. Crary, Esq.: Gadsden Schneider & Woodward
- Anylise Crouthamel, Esq.: Unruh Turner Burke & Frees
- Andrew Dohan, Esq.; Wisler Pearlstein, LLP
- Ann Duke, Esq.: Duke Law Offices
- Jennifer Ermilio, Esq., Buckley, Brion, McGuire, Morris
- Adam Fernandez, Esq.: Wisler Pearlstine, LLP
- David M. Frees, III, Esq.: Unruh Turner Burke & Frees
- William J. Gallagher, Esq.: MacElree Harvey
- Matthew Gilbert, Esq.: Gadsden Schneider & Woodward
- Gordon Good, Esq.: Keen Keen & Good
- Kathleen Good, Esq.: Keen Keen & Good
- Rebecca Hobbs Esq., CELA: O’Donnell, Weiss & Mattei
- Stephanie Pahides Kalogredis, Esq.: Lamb McErlane
- Douglas L. Kaune, Esq.: Unruh Turner Burke & Frees
- William T. Keen, Esq.: Keen Keen & Good
- Carrie Kennedy, Esq.: Connor, Weber & Oberlies
- Kara Klaiber, Esq. : McCausland Keen & Buckman
- Timothy Knauer, Esq.: Law Office of Timothy H. Knauer
- Douglas L. Kaune, Esq.: Unruh, Turner, Burke & Frees
- Seamus Lavin, Esq.: Wetzel Gagliardi Fetter & Lavin
- Donald B. Lynn, Jr., Esq.: Larmore Scarlett
- Jamison MacMain, Esq.: Buckley, Brion, McGuire, Morris
- David A. Megay, Esq.: O’Donnell, Weiss, and Mattei
- Kristen R. Matthews, Esq., CELA: Kristen Matthews Law
- Michael C. McBratnie, Esq.: Fox Rothschild
- John F. McKenna, Esq.: MacElree Harvey
- Elizabeth Zwaan Milne, Esq.: Elizabeth Zwaan Milne, Esq.
- Anthony Morris, Esq.: Buckley, Brion, McGuire & Morris
- Stephen J. Olsen, Esq.: Gawthrop Greenwood
- Anita O’Meara, Esq.: The O’Meara Law Firm, PC
- Whitney O’Reilly, Esq.: Cohen Seglias Pallas Greenhall & Furman
- Nancy Pine, Esq., AEP®: Pine & Pine
- Mary Ann Plankinton, Esq.: Gawthrop Greenwood
- Stephen D. Potts, Esq.: Herr Potts & Potts
- Barry Rabin, Esq.: The Law Firm of Barry S. Rabin
- Joanna Reiver, Esq.: Gawthrop Greenwood
- James J. Ruggiero, Jr., Esq., AEP: Ruggiero Law Offices, LLC
- Winifred Moran Sebastian, Esq.: Lamb McErlane
- Jennifer Simons, Esq.: McAndrews, Mehalick, Connolly, Hulse, & Ryan
- Duke Schneider, Esq.: MacElree Harvey
- L. Peter Temple, Esq.: Larmore Scarlett
- Louis N. Teti, Esq., CAP®
- John R. Twombly, Jr., Esq.: The Law Office of John R. Twombly, Jr.
- Dennis Vondran, Esq.: Lamb McErlane PC
- George Zumbano, Esq.: Lamb McErlane PC
Attorneys – Other Practice Areas
- Patrick J. Gallo, Jr., Esq.: MacElree Harvey
- Christine Kimmell, Esq.: Buckley Brion McGuire & Morris
- Jonathan Long, Esq.: Bellwoar Kelly
- James E. McErlane, Esq.: Lamb McErlane
- Brian Nagle, Esq.: MacElree Harvey
- Lance J. Nelson, Esq.: MacElree Harvey
- Christopher L. Turner, Esq.: Unruh Turner Burke & Frees
- James Urie, Esq.: Clarion Law
- William Weber, Esq.: Connor, Weber & Oberlies
Trust Officers
- Susan S. Fisher, CPA, AEP: Fairman Group Family Office
- Dean A. Mioli, CPA/PFS, CFP, CLU, CIMA, AEP: SEI
- Donna M. Ziev, CTFA, CISP, AEP: Phoenixville Federal Bank & Trust
Wealth/Investment Advisors
- Patti Brennan, CFP®, CFS®: Key Financial, Inc.
- Kimberly Brumbaugh: Brumbaugh Wealth Management
- Jennifer L. Byrne, CFA: Radnor Capital Management
- Mike Briglia, CFP®, MBA, CPA/PFS: Compass Ion
- James J. Ciarmella, ChFC, CFP: Creative Planning Inc.
- Richard C. Clark, CFP®, ChFC®, RICP®: Jacobi Wealth Advisors
- Michael F. Connelly: Connelly & Moore Wealth Management Group of Wells Fargo Advisors
- Philip J. Cook, CFA: SRS Capital Advisors
- David Correale, Jr., CFP®, CFA: Connelly & Moore Wealth Management Group
- Chris Diederich, AIF: Oakbourne Advisors
- John Diederich, CFA: Royce & Associates
- David Dorsett: Capital & Security Management
- Nick Fazzie, CFA: Hirtle Callaghan & Co
- Christine Palmer Hennigan, ChFC, CDFA: Christine Palmer Hennigan
- Frederick E. Hubler, Jr., CWS: Creative Capital Wealth Management Group
- L. Stockton Illoway, MSFS, ChFC, CLU, FMLI: Tusk Wealth Management
- Shane M. Johnson: Perspective Financial Group
- Jack Karakelian, CFP®: Merrill Lynch Wealth Management
- Michael B. Karwic, CFP®, CeFT, CRPC, AEP: Glenayr Family Advisors
- Douglas Kobak, CFP®: Main Line Group Wealth Management LLC
- Paul R. Kopey, CPA, CFP, ChFC: Paul R. Kopey & Associates
- Kurt A. Kunsch: Phoenixville Federal Bank & Trust
- Dianne P. Manges, CFA®: Truist
- Bronwyn L. Martin, Ph.D., MBA, CFS, CRPC, CMFC, ChFC, AEP: Martin’s Financial Consulting Group
- Richard K. May: Baldwin Management
- Mark McCarron: Wescott Financial Advisory
- Tracy Musser: TLM Advisory, LLC
- John Stoddart, CFA, CFP®: Stewart Capital
- Patrick South: SRS Capital Advisors
- Chris Valerio, CFA: Hirtle Callaghan & Company
- Roger Van Pelt: Van Pelt Wealth Advisors
- David Vermeil: Merrill Lynch Wealth Management
- Phil Wagner, CFA: Bryn Mawr Trust
- Robert Wermuth, CFP®, CLU®, ChFC®, AIF®: Legacy Planning Partners
Accountants
- David Afetian, CPA: Withum
- Kathy Dean, CPA: Belfint, Lyons, & Shuman
- Michael DeHaven, CPA: Rainer & Company
- Chad Fenstermacher, CPA: Fenstermacher & Company
- Rob Fischer, Esq., CPA, LL.M: Fischer Cunnane
- Edward Fronczkowski, CPA: Mallie
- Nick Hoffman, CPA: Sole Proprietor
- Betsy Joyce, CPA, MBA, MT: Joyce & Associates, P.C.
- Robert Kratz, CPA: Robert J. Kratz, & Co.
- Bonnie Korengel, CPA: Umbreit Wileczek & Associates
- Charles P. McGeever, CPA, MT: Charles P. McGeever, CPA, MT
- Douglas Pacitti, CPA: Fischer Cunnane & Associates
- Louise Schorn Smith, CPA, CMA, MBA: Countryside Consulting
- Kathy Snyder, CPA: Arena, Snyder & Dunlap
- Timothy Umbreit, CPA: Umbreit Wileczek & Associates
- Donna Urian, CPA: Fischer Cunnane & Associates
- Daniel Valentino, CPA: Fenstermacher & Company, PC
- Adam Watson, CPA: Withum
- Kathleen A. Wileczek, CPA: Umbreit Wileczek & Associates
Help your clients achieve their philanthropic goals
Proactive Legacy Planning
Additional Resources
Association of Black Estate Planning Professionals
National Association of Black Accountants
Chester County Estate Planning Council (CCEPC)
