Help your clients achieve their philanthropic goals
Proactive Legacy Planning
Estate Planning Attorneys
- Emily Temple Abel, 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
- David M. Frees, III, Esq.: Unruh Turner Burke & Frees
- William J. Gallagher, Esq.: MacElree Harvey
- Patrick J. Gallo, Jr., 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
- Kevin Holleran, Esq.: Gawthrop Greenwood
- William T. Keen, Esq.: Keen Keen & Good
- Christine Kimmell, Esq.: Buckley Brion McGuire & Morris
- Timothy Knauer, Esq.: Law Office of Timothy H. Knauer
- Douglas L. Kaune, Esq.: Unruh, Turner, Burke & Frees
- A. Duie Latta, Esq.: Clarion Law
- Seamus Lavin, Esq.: Wetzel Gagliardi Fetter & Lavin
- Jonathan Long, Esq.: Bellwoar Kelly
- Donald B. Lynn, Jr., Esq.: Larmore Scarlett
- David A. Megay, Esq.: O’Donnell, Weiss, and Mattei
- Kristen R. Matthews, Esq., CELA: Kristen Matthews Law
- Michael C. McBratnie, Esq.: Fox Rothschild
- Stacey Willits McConnell, Esq.: Lamb McErlane
- James E. McErlane, Esq.: Lamb McErlane
- John F. McKenna, Esq.: MacElree Harvey
- Elizabeth Zwaan Milne, Esq.: Elizabeth Zwaan Milne, Esq.
- Anthony Morris, Esq.: Buckley, Brion, McGuire & Morris
- Jacqueline Motyl, Esq.: Fox Rothschild
- Lance J. Nelson, Esq.: MacElree Harvey
- Patrick C. O’Donnell, Esq.: Gawthrop Greenwood
- 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
- John M. Pelet, III, Esq.: Astor Weiss Kaplan & Mandel
- Nancy Pine, Esq., AEP®: Pine & Pine
- Mary Ann Plankinton, Esq.: Gawthrop Greenwood
- Barry Rabin, Esq.: The Law Firm of Barry S. Rabin
- Joanna Reiver, Esq.: Gawthrop Greenwood
- Duke Schneider, Esq.: MacElree Harvey
- Robert Supplee, Esq.: Robert Supplee Law Office
- L. Peter Temple, Esq.: Larmore Scarlett
- Louis N. Teti, Esq., CAP®: Stevens & Lee
- Christopher L. Turner, Esq.: Unruh Turner Burke & Frees
- John R. Twombly, Jr., Esq.: The Law Office of John R. Twombly, Jr.
- 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
- Patricia Brennan, CFP®: Key Financial, Inc.
- Kim Brumbaugh, LUTCF: Brumbaugh Wealth Management
- Jennifer L. Byrne, CFA: Radnor Capital Management
- Michael Briglia, CFP, CPA: Pillar Wealth Advisors
- James J. Ciarmella, CFP, ChFC: Creative Planning Inc.
- Richard C. Clark, CFP®, ChFC®: Pillar 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
- Michael Fetrow, CFP: GFM Advisory Group
- Tim Healey: Janney Montgomery Scott
- Christine Palmer Hennigan, ChFC, CDFA: Christine Palmer Hennigan
- Frederick E. Hubler, Jr., CWS: Creative Capital Wealth Management Group
- L. Stockton Illoway, CLU, ChFC, MSFS: 1847 Financial
- Shane M. Johnson: Perspective Financial Group
- Jack Karakelian, CFP: Merrill Lynch & Company
- Michael B. Karwic, CFP, CeFT, CRPC, AEP: Glenayr Family Advisors
- Douglas Kobak, CFP: Main Line Group Wealth Management LLC
- Charles D. Kochka, EVP, Chief Lending Officer: Meridian Bank
- Paul R. Kopey, CPA, CFP, ChFC: Paul R. Kopey & Associates
- Kurt A. Kunsch: Phoenixville Federal Bank & Trust
- Richard A. Kunsch, Vice Chairman/CEO: Phoenixville Federal Bank & Trust
- Jay Lindquist: BB&T Truist
- Bronwyn L. Martin, Ph.D., MBA, CFS, CRPC, CMFC, ChFC, AEP: Martin’s Financial Consulting Group
- Richard K. May: Baldwin Management
- Robert P. Moran, Jr., CFP, CPWA, CRPC, Former Senior Vice President: Merrill Lynch
- Tracy Musser: TLM Advisory, LLC
- Peter Reitmeyer, CAP®, AVP: Fulton Bank
- John Stoddart, CFA, CFP: Stewart Capital
- Patrick South, CFA: SRS Capital Advisors
- Chris Valerio, CFA: Hirtle Callaghan & Company
- Roger Van Pelt: Van Pelt Wealth Advisors
- David Vermeil, VP: Wilmington Trust
- Rob Wermuth, CLU, ChFC, CFP, AIF: Legacy Planning Partners
- Denise A. Wine: Morgan Stanley
- Donna Ziev: Phoenixville Federal Bank & Trust
Accountants
- Kathy Dean, CPA: Belfint, Lyons, & Shuman
- Michael DeHaven, CPA: Rainer & Company
- Chad Fenstermacher, CPA: Fenstermacher & Company
- Nick Hoffman, CPA: Sole Proprietor
- 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
- Kathleen A. Wileczek, CPA: Umbreit Wileczek & Associates
Additional Resources
Association of Black Estate Planning Professionals
National Association of Black Accountants