Help your clients achieve their philanthropic goals
Estate Planning Attorneys
- Denise M. Antonelli, Esq.: Gawthrop Greenwood
- Joseph A. Bellinghieri, Esq.: MacElree Harvey, Ltd.
- P. Kristen Bennett, Esq.: Gawthrop Greenwood
- Robert A. Burke, Esq.: MacElree Harvey, Ltd.
- Richard S. Caputo, Esq.: Fox Rothschild LLP
- April L. Charleston, Esq.: The Charleston Firm
- Janet Colliton, Esq.: Colliton Law
- Lisa Comber-Hall, Esq.: Hall Law Offices
- William Bennett Cooper, Esq.: Fox Rothschild LLP
- John A. Featherman, III, Esq.: Founding incorporator; Chair at CCCF
- David M. Frees, III, Esq.: Unruh, Turner, Burke & Frees
- William J. Gallagher, Esq.: MacElree Harvey
- Patrick J. Gallo, Jr., Esq.:MacElree Harvey
- J. Sotddard Hayes, Jr., Esq.: Gawthrop Greenwood
- Kevin Holleran, Esq.: Gawthrop Greenwood
- Douglas L. Kaune, Esq.:Unruh, Turner, Burke & Frees
- Christine Kimmel, Esq.: Buckley Brion McGuire & Morris LLP
- Timothy H. Knauer, Esq.
- A. Duie Latta, Esq.: Clarion Law
- Seamus Lavin, Esq.: Wetzel Gagliardi Fetter & Lavin LLC
- Jonathan Long, Esq.: Buckley Brion McGuire & Morris LLP
- Donald B. Lynn, Jr., Esq.: Larmore Scarlett
- Kristen R. Matthews, Esq.: MacElree Harvey
- Michael B. McBratnie, Esq.: Fox Rothschild LLP
- Stacey Willits McConnell, Esq.: Lamb McErlane
- James E. McErlane, Esq.: Lamb McErlane
- John F. McKenna, Esq.: MacElree Harvey
- David A. Megay, Esq.: O’Donnell, Weiss, and Mattei, P.C.
- Anthony Morris, Esq.: Buckley, Brion, McGuire & Morris
- Jacqueline Motyl, Esq.: Fox Rothschild LLP
- Lance J. Nelson, Esq.: MacElree Harvey
- Patrick C. O’Donnell, Esq.: Gawthrop Greenwood
- Whitney O’Reilly, Esq.: Cohen Seglias Pallas Greenhall & Furman PC
- Stephen J. Olsen, Esq.: Gawthrop Greenwood
- Nancy Pine, Esq., AEP®: Pine & Pine
- Mary Ann Plankinton, Esq.: Gawthrop Greenwood
- Stephen Porter, Esq.: MacElree Harvey
- Barry Rabin, Esq.: The Law Firm of Barry S. Rabin
- Joanna Reiver, Esq.: Gawthrop Greenwood
- James J. Ruggiero, Esq., AEP®: Ruggiero Law Offices
- Duke Schneider, Esq.: MacElree Harvey
- W. Patrick Scott, Esq.: Obermayer Rebmann Maxwell & Hippel LLP
- L. Peter Temple, Esq.: Larmore Scarlett
- Louis N. Teti, Esq.: MacElree Harvey
- Nikolaos I. Tsouros, Esq.: Law Offices of Wendy F. Bleczinski
- Christopher L. Turner, Esq.: Unruh, Turner, Burke & Frees
- John R. Twombly, Esq.: Law Office of John R. Twombly, Jr.
- James Urie, Esq.: Clarion Law
- William Weber, Esq.: Conner, Weber & Oberlies
- Cara E. Williams, Esq.: MacElree Harvey
- Elizabeth Zwaan Milne, Esq.: Davis Bennett Spiess and Livingood LLC
Wealth/Investment Advisors
- Michael Briglia, CPA, CFP: Pillar Wealth Advisors
- Jennifer L. Byrne, CFA: Radnor Capital Management
- 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 Cook, CFA: Hirtle Callaghan & Co
- John Diederich, CFA: Royce & Associates
- David Glarner, Former Senior VP: Bryn Mawr Trust Company
- Christine Palmer Hennigan, ChFC, CDFA: Christine Palmer Hennigan
- Frederick E. Hubler, Jr.: Creative Capital Wealth Management Group
- L. Stockton Illoway, CLU, ChFC, MSFS: 1847 Financial
- Anthony Jasienski: DNB First Wealth Management
- Jack Karakelian, CFP: Merrill Lynch & Company
- Michael B. Karwic, CFP, AEP: Simone Zajac Wealth Management Group
- 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
- Carl W. Landis, CFP: Valley Forge Wealth Management
- 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
- Stephen J. McGann, CTFA, AEP®: DNB First Wealth Management
- Robert P. Moran, Jr., CFP, CPWA, CRPC, Former Senior Vice President: Merrill Lynch
- Tracy Musser: Thompson, Siegel & Walmsley
- Mark Prowell, MSFS, AEP®: Prowell Financial Management
- Michael Reese: Fulton Bank
- Patrick South, CFA: SRS Capital Advisors
- Harry R. Tyler, CFP, CAP: TrueNorth Financial
- Philip C. Wagner, CFA: Bryn Mawr Trust
- Chris Valerio, CFA: Hirtle Callaghan & Company
- David Vermeil, VP: Wilmington Trust
- Richard C. Weber, AWMA: DNB First Wealth Management
- Denise Wine: Connelly & Moore Wealth Management Group of Wells Fargo Advisors
Accountants
- Kathy Dean-Bradley, CPA: Belfint, Lyons, & Shuman
- Michael Dehaven, CPA: Rainer & Company
- Chad Fenstermacher, CPA: Fenstermacher & Company
- Bonnie Korengel, CPA: Umbreit Wileczek & Associates
- Charles P. McGeever, CPA
- Douglas Pacitti, CPA: Fischer Cunnane & Associates
- Louise Schorn Smith, CPA, CMA, MBA: Countryside Consulting
- Timothy Umbreit, CPA: Umbreit Wileczek & Associates
- Donna Urian, CPA: Fischer Cunnane & Associates
- Kathleen A. Wileczek, CPA: Umbreit Wileczek & Associates
Additional Resources
Chester County Estate Planning Council (CCEPC)
