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DELAWARE COUNTY ESTATE PLANNING COUNCILP.O. BOX 2083, MEDIA, PA 19063
dcepc.org
MEMBERSHIP DIRECTORY2016-2017
OFFICERSHollie A. McDonald, AVP President R. Scott Aldridge, Esquire Vice PresidentJohn Sontowski, CTFA SecretaryChristopher H. Peifer, Esquire Treasurer
EXECUTIVE COMMITTEE
Andrew J. Haas, Esquire Immediate Past President
SENIOR CARE MANAGEMENT ACCOUNTANTS
Sherry L. Smyth, CPA, NHA Linda A. Scafiro, CPA
ATTORNEYS
Frank W. Daly, Esquire John Yanoshak, Esquire Kelly C. Hourican, EsquireJanice M. Sawicki, Esquire Robert J. Breslin, Jr., Esquire Laura E. Stegossi, Esquire Trisha W. Hall, Esquire
FINANCIAL PLANNERS TRUST OFFICERS Eric M. Hildenbrand, CFA Christian C. Merritt, VPBruce J. Cumby,CLU,ChFC,MSFS
Executive Director
Donna Lee Willis, ParalegalKAO Law Associates
17 E. Front St.P.O. Box 626
Media, PA 19063610/565-3800 x5
MEETING SCHEDULE 2016/2017
September 13, 2016
Sponsored by: Guardian Services/Senior Care of PA Carol Hershey and Sue Brown
Topic: The New Trust Act and Orphans’ Court Practice Speaker: The Honorable Chad F. Kenney, President Judge – Delaware Co.
Courts
October 4, 2016
Sponsored by: Dunwoody At HomeMaryAnne Leonard, RN,BSN,MSN,CRNR & Kelly Muschelli,LSW
Topic: Making Your Social Security Retirement DecisionsSpeaker: Dave Littell, Professor of Taxation at the American College and
Co-Director of the New York Life Center for Retirement Income
November 1, 2016
Sponsored by: Kamelot Auction House Tim Zeigler, Director of Business Development
Topic: When the Primer Ignites No More-The Proper Disposition of Guns in Estates
Speaker: Joshua G. Prince, Esq. Chief Counsel Firearms Industry Consulting Group
December 6, 2016
Sponsored by M&T BankHoliday Party at The Inn At Swarthmore
January 3, 2017
Sponsored by: David J. Bloom, Esq. of Wilmington TrustTopic: You’ve Prepared the Money for the Family, But,
Have You Prepared the Family for the MoneySpeaker: Tom Rogerson, Senior Managing Director, Wilmington Trust
February 7, 2017
Sponsored by: Dan Hayden, SRES of Coldwell Banker PreferredTopic: Recent Developments in Asset Protection
Speaker: John A. Terrill, Esquire
March 7, 2017
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Sponsored by: Bruce Cumby, CLU, ChFC, MSFS of Cumby, Spencer & Associates
Topic: Divorce and Pension Election Planning Speaker: Lyn Schoenfeld, Esquire and Matt Morely, Esquire
Members
James R. Abbott, Esq.Abbott, Lastowka & Overholt, LLP108 Chesley DriveMedia, PA 19063Ph: 610-565-0330 Fax: 610-565-9363Email: [email protected]
Jeffrey R. Abbott, Esq.Abbott, Lastowka & Overholt, LLP108 Chesley DriveMedia, PA 19063Ph: 610-565-0330 Fax: 610-565-9363Email: [email protected]
R. Scott Aldridge, Esq.115 W. State St., Ste 200Media, PA 19063Ph: 610-565-0701 Fax: 610-565-7001Email: [email protected]
Joseph C. Amodei, CFP, ChFC, CRPCAmodei & Associates1 Righter Parkway Suite 250Wilmington, DE 19803-1534Ph: 302-656-7773 x11Fax: 302-656-8467Email: [email protected]
Linda Anderson, Esq.Anderson Elder Law206 State RoadMedia, PA 19063Ph : 610-566-4700Fax : 610-566-4702Email :[email protected]
Fred S. Bachman, CTFASenior Tax OfficerFulton Bank, N.A.
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Wealth ManagementOne Penn SquarePO Box 7989Lancaster, PA 17604Ph: 717-291-2636Fax: 717-392-1324Email: [email protected]
Michael BaerMass Mutual Greater PhiladelphiaSuite 9012 Bala PlazaBala Cynwyd, PA 19004Ph: 610-747-3112Fax: 610-664-1220Email: [email protected]/michael-baer
David J. Bloom, Esq.Wilmington Trust 797 E. Lancaster Ave.Villanova, PA 19085Ph: (610) 520-1493Email: [email protected]
J. Clark Bongaardt, Esq.Comfort Keepers920 Sproul Rd. Springfield, PA 19064Ph: 610-543-6300Fax: 610-543-1012Email: [email protected]
Sallie H. BongaardtComfort Keepers920 Sproul Rd. Springfield, PA 19064Ph: 610-543-6300Fax: 610-543-1012Email: [email protected]
Joseph C. Bowers, MBA, CPA/PFSFinancial PlannerIndependent Network, Inc.1379 Dilworthtown Crossing #221West Chester, PA 19382Ph: 610-544-4100 Fax: 610-543-7636Email: [email protected]
Dana M. Breslin, Esq.Pappano & Breslin3305 Edgmont Ave.
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Brookhaven, PA 19015Ph: 610-876-2529 Fax: 610-876-3746Email: [email protected]
Robert J. Breslin, Jr., Esq.Pappano & Breslin3305 Edgmont Ave.Brookhaven, PA 19015Ph: 610-876-2529 Fax: 610-876-3746Email: [email protected]
Joseph W. Bullen, III, EsquireHennessy, Bullen, McElhenney & LandryPO Box 217Lansdowne, PA 19050Ph: 610-623-3445Fx: 610-623-1767Email: [email protected]
Barbara BuntingParalegalCarroll and Karagelian, LLP15 West Front St.Media, PA 19063Ph: 610-892-9800Fax: 610-892-0895Email: [email protected]
Thomas J. Burke, Jr., Esq.Haws and Burke, PC15 Rittenhouse PlaceArdmore, PA 19003Ph: 610-649-5200Fax: 610-649-7648Email: [email protected]
Stephen Carroll, Esq.Carroll & Karagelian, LLP15 West Front St.Media, PA 19063Ph: 610-892-9800Fax: 610-892-0895Email: [email protected]
Bruce J. Cumby, CLU, ChFC. MSFSCumby Spencer & Associates3732 West Chester Pike
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PO Box 451Newtown Square, PA 19073Ph: 484-427-7066Fax:484-427-7096Email: [email protected]
Frank W. Daly, Esq.Daly Law Firm110 W. Front St. Media, PA 19063Ph: 610-565-7520Fax:610-565-7682Email: [email protected]
James T. DeLizzio, CPABrinker Simpson and Co. LLC940 W. sproul RoadSpringfield, PA 19064Ph: 610-544-5900 Ext. 211Fax: 601-544-7455Email: [email protected]
Robert DeLong, Esq.17 Veterans SquarePO Box 604Media, PA 19063Ph: 610-627-5865Email: [email protected]
Jack Del Pizzo, CPADelPizzo & Associates, PC2098 West Chester PikeBroomall, PA 19008Ph: 610-356-2590Fax: 610-356-2047Email: [email protected]
Robert F. Fischer, CPAFischer Cunnane & Associates Ltd.11 Turner LaneWest Chester, PA 19380Ph: 610-431-1003Fax: 610-696-3367Email: [email protected]
James R. Flick, Esq.117 N. Monroe St. Media, PA 19063Ph: 610-565-9050Fax: 610-891-7960Email: [email protected]
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Samuel FreemanFreeman’s1808 Chestnut StreetPhiladelphia, PA 19103Ph: 267-414-1222 Fax: 215-563-8236Email: [email protected]
Morgan E. Gans, Esq.Anderson Elder Law206 State RoadMedia, PA 19063Ph : 610-566-4700Fax : 610-566-4702Email : [email protected]
Andrew J. Haas, Esq.Blank Rome LLPOne Logan Square130 N. 18th St.Philadelphia, PA 19103Ph: 215-569-5479 Fax: 215-832-5479Email: [email protected]
Louis K. Habina, Esq., MBAWells Fargo Bank217 W. Baltimore Ave.Media, PA 19063Ph: 610-891-1057 Fax: 610-891-1034Email: [email protected]
Trisha W. Hall, Esq.Connolly Gallagher LLP1000 West Street, Suite 1400Wilmington, DE 19801Ph: 302-888-6421Fax: 302-757-7296Email: [email protected]
William G. Halligan, Esq.Halligan & KeatonPO Box 1970Media, PA 19063Ph: 610-566-6030Fax: 610-891-0652Email: [email protected]
Robert HartBerstein Private Wealth Management1735 Market Street
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Philadelphia, PA 19103Ph: 215-430-5666Email: [email protected]
Dan Hayden, SRESColdwell Banker Preferred609 E. Baltimore PikeMedia, PA 19063Ph: 610-566-1100Fax: 800-619-7613Email: [email protected]
Richard M. Heller, Esq.Law Office of Richard M. Heller200 W. Front St.Media, PA 10963Ph: 610-565-9260 Fax: 610-565-2270Email: [email protected]
F.D. Hennessy, Jr., Esq.Hennessy, Bullen, McElhenney & LandryPO Box 217Lansdowne, PA 19050-0217Ph: 610-623-3445 Fax: 610-623-1767Email: [email protected]
Eric Hildenbrand, CFACoho Partners300 Berwyn Park, Ste 100801 Cassatt Rd.Berwyn, PA 19312Ph: 484-318-7585Fax: Email: [email protected]
Kelly C. Hourican, Esq.Reardon & Associates, LLC985 Old Eagle School Rd., Ste 516Wayne, PA 19087Ph: 610-687-3942 Fax: 610-687-5817Email: [email protected]
Andrew L. HuntEdward Jones325 West State St.Media, PA 19063
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Ph: 610-627-4667 Fax: 888-282-7852Email: [email protected]
Betsy J. Joyce, CPA, MBA, MTJoyce & Associates, PCRadnor Court, Suite 150259 N. Radnor-Chester RdRadnor, PA 19087-5261Ph: 484-527-4100 Fax: 484-527-4110Email: [email protected]
Charles Kane, CPADel Pizzo & Associates2098 West Chester PikeBroomall, PA 19008Ph: 610-299-2895 Email: [email protected]
Terrance A. Kline, Esq.200 E. State Street Suite 306PO Box AMedia, PA 19063Ph: 610-566-3330Fax: 610-566-3360Email: [email protected]
Frederick W. Kreppel, Esq.KAO Law Associates17 E. Front StreetPO Box 626Media, PA 19063Ph: 610-566-3800Fax: 610-892-6888Email: [email protected]
Nan M. LansingerPennsylvania TrustFive Radnor Corporate Center, Suite 450100 Matsonford RoadRadnor, PA 19087Ph : 610-975-4303Fax : 610-975-4324Email : [email protected]
Joseph E. Lastowka, Jr.Abbott Lastowka & Overholt LLC
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108 Chesley DriveMedia, PA 19063Ph : 610-565-0330Fax : 610-565-9363Email : [email protected]
Jeff Lewin, Esq.25 W. Second St.Media, PA 19063Ph: 610-565-4191Fax: 610-565-4174Email: [email protected]
Sally L. Lubberman , ParalegalAbbott, Lastowka & Overholt, LLP108 Chesley DriveMedia, PA 19063Ph: 610-565-0330 Fax: 610-565-9363Email: [email protected]
James Lynch, CFPLynch Investment Planning236 North Rolling Rd.Springfield, PA 19064Ph: 484-472-8956 Fax: 484-472-8957Email: [email protected]
Cheri A. Maddren, Esq.Law Office of Chari A Maddren, LLC1223 N. Providence Rd.Media, PA 19063Ph: 484-441-3150Fax: 610-565-3871Email: [email protected]
Dennis MahoneyManaging DirectorIKORPO Box 546Chadds Ford, PA 19317Ph: 610-388-1568 Fax: 866-399-7339Email: [email protected]
Deborah J. Marone, ParalegalAbbott, Lastowka & Overholt, LLP108 Chesley DriveMedia, PA 19063Ph: 610-565-0330
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Fax: 610-565-9363Email: [email protected]
Anthony L. Marone, Esq.McAndrews Law Offices, P.C.30 Cassett Ave.Berwyn, PA 19312Ph: 610-648-9300Fax: 610-648-0433Email: [email protected]
William J. Mastalski, CFPFinancial PlannerJanney Montgomery Scott, LLC40 Morris Ave, Suite 200Bryn Mawr, PA 19010Ph : 610-526-7217Fax : 610-526-9894Email : [email protected]
Michael Matisse, CFPRadnor Financial Advisors484 Devon Park Dr., Ste 119Wayne, PA 19087Ph: 610-975-0285Fax: 610-975-0283Email:[email protected]
Stacy Willits McConnell, Esq.Lamb McErlane PC24 E. Market StreetWest Chester, PA 19381Ph: 610-701-4431Email: [email protected]
Hollie A. McDonald, VPRelationship ManagerM&T Bank797 E. Lancaster Ave.Villanova, PA 19085Ph: 610-520-1490Fax: 610-520-3818Email: [email protected]
Shannon S. McFadden, Esq.Carroll & Karagelian, LLP15 W. Front St.Media, PA 19063
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Ph: 610-892-9800 Fax: 610-892-0895Email: [email protected]
Stephen J. McGann, CTFA, AEPDNB First Wealth Management10 North Church St., 3rd FloorWest Chester, PA 19380Ph: 484-359-3082 Cell: 484-274-3955Fax: 610-431-7524Email: [email protected]
Stephen T. McGinn, CFP, ChFC, CFSMcGinn Financial Services1600 Paoli Pkie, Suite 200Malvern, PA 19355Ph: 610-560-0290Fax: 610-725-8479Email: [email protected]
Cynthia A. McNicholas, Esq.225 N. Olive St., PO Box 1065Media, PA 19063Ph: 610-892-0461 Fax: 610-566-8197Email: [email protected]
Christian C. Merritt, III, VPBB&T Weath Management2nd Floor 1 N. High St.West Chester, PA 19380Ph: 484-881-4121Fax: Email: [email protected]
Tom MeskoThe Philadelphia Foundation1234 Market St., Suite 1800Philadelphia, PA 19107Ph: 215-863-8125Email: [email protected]
Neil Meyer, EsquireCantor & Meyer, PC2 S. Orange St. Suite 201Media, PA 19063
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Ph: 610-566-6164Fax: 610-566-6168Email: [email protected]
Elizabeth Zwaan Milne, EsquireConnor, Weber & Oberlies, PC171 W. Lancaster AvenuePaoli, PA 19301Ph: 610-640-2800Fax: 610-640-1520Email: [email protected]
Joseph L. Monte, Jr., Jr.Eckell, Sparks, Levy, Auerbach, Monte, Sloane, Matthews & Auslander, P.C.300 W. State StreetSuite 300PO Box 319Media, PA 19063Ph: 610-565-3700 x225Fax: 610-565-1596Email: [email protected]
Patrick Moran, CEOPublic Records Experts LLC869 Quaint St.Secane, PA 19018Ph: 610-420-5841Email: [email protected]
Joseph Patrick O’Brien, Esq.KAO Law Associates17 E. Front St.PO Box 626Media, PA 19063-0626Ph: 610-565-3800 x887Fax: 610-892-6888Email: [email protected]
Margaret A. O'Connor, Esq.2701 West Chester Pike, Ste 102Broomall, PA 19008Ph: 610-356-2212 Fax: 610-356-3135Email: [email protected]
Nancy O’TooleLive At Home SeniorsSuite 2
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1167 W. Baltimore PikeMedia, PA 19063-5127Ph: 215-350-1170Fax:Email: [email protected]
David J. Owsik, CLU, ChFCNorthwestern Mutual Financial Network1000 Continental Dr., Suite 695King of Prussia, PA 19406Ph: 610-225-6540 Fax: 610-975-9966Email: [email protected]
Christopher H. Peifer, Esq.KAO Law Associates17 E. Front St.PO Box 626Media, PA 19063-0626Ph: 610-565-3800 Fax: 610-892-6888Email: [email protected]
J. Mark Penny, ASAManaging DirectorHempstead & Co., LLC807 Haddon Ave. Suite 214Haddonfield, NJ 08033Ph: 856-795-6026Email: [email protected]
William A. Pietrangelo, Esq.Kelly Grimes Pietrangelo & Vakil, PC36 E. Second St.,PO Box 1048Media, PA 19063Ph: 610-565-0600 Fax: 610-565-0780Email: [email protected]
Mark S. Pinnie, Esq.Barnard, Mezzanotee, Pinnie and Seelaus, LLP218 W. Front St.Media, PA 19063Ph: 610-565-4055 Fax: 610-565-3309Email: [email protected]
Margery S. Preddy, Esq.Law Offices of Sand Gibbs, LLP3475 West Chester Pike Suite 200Newtown Square, PA 19073
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Ph: 610-359-1999 x3Fax: 610-353-8891Email: [email protected]
Dennis C. Reardon, Esq.Reardon & Associates, LLC985 Old Eagle School Rd., Ste 516Wayne, PA 19087Ph: 610-687-3942 Fax: 610-687-5817Email: [email protected]
Peter J. Rohana, Jr., Esq.Peter J. Rohana, Jr. Law Office1215 West Baltimore Pike, Ste 14Media, PA 19063Ph: 610-891-0500 Fax: 610-891-0515Email: [email protected]
Colleen M. Sack, SRESLong and Foster Realtors1242 West Chester PikeWest Chester, PA 19382Ph: 484-832-4801Fax: 610-431-8501Email: [email protected]
Nelson J. Sack, Esq.11 S. Olive St., 4th Floor Media, PA 19063Ph: 610-565-6400Fax: 610-892-0278Email: [email protected]
John SatterfieldStillwater Capital Advisors200 W. Lancaster Ave. Suite 207Wayne, PA 19087Ph: 610-848-6754Fax: 610-848-6762Email: [email protected]
Janice M. Sawicki, Esq.15 E. Second StreetMedia, PA 19063Ph: 610-565-4463 Fax: 610-566-9362
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Linda A. Scafiro, CPABrinker, Simpson and Company940 W. Sproul RdSpringfield, PA 19064Ph: 610-544-5900Fax: 610-544-7455Email: [email protected]
Judy SidererIntervention Associates/Friends Life Care Partners531 Plymouth RoadPlymouth Meeting, PA 19462Ph : 610-254-9001Email : [email protected]
Thomas D. Smedile, CPASwarthmore Financial Advisors, Ltd.113 N. Olive St. 1st FloorMedia, PA 19063Ph: 610-892-9922 Fax: 610-892-3711Email: [email protected]
David M. Smilk, Esq.Law Offices of Sand Gibbs, LLP3475 West Chester Pike, Suite 200Newtown Square, PA 19073Ph: 610-359-1999 Fax: 610-353-8891Email: [email protected]
Terri SmithTerri Smith Insurance Agency LLC907 E. Boot Rd.West Chester, PA 19580Ph: 610-441-7776iFax: 610-431-7200Email: [email protected]
Sherry L. Smyth, CPAPresident & CEODunwoody Village3500 West Chester PikeNewtown Square, PA 19073Ph: 610-359-4427 Fax: 610-359-4498Email: [email protected]
Jonathan D. Sokoloff, Esq.Diamond, Polsky & Bauer117 N. Olive StreetMedia, PA 19063Ph: 610-891-8570
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Fax: 215-735-1858Email: [email protected]
John Sontowski, CTFABNY Mellon Wealth Management4005 Kennett Pike, Ste 200Greenville, DE 19807Ph: 302-421-2335 Fax: 302-421-2323Email: [email protected]
Gregory J. Spadea, Esq.Spadea & Associates, LLCParkwoode II204 E. Chester PikePO Box 122Ridley Park, PA 19078Ph: 610-521-0604Fax: 610-521-4515Email: [email protected]
Rosalie Spelman, Esq.801 Yale Avenue Suite 61Swarthmore, PA 19081Ph: 484-472-7209Fax: 484-842-4575Email: [email protected]
Laura E. Stegossi, Esq.Diamond, Polsky and Bauer117 N. Olive St.Media, PA 19063Ph: 610-891-8570 Fax: 215-735-1858Email: [email protected]
Gloria Todor, SRES, SFRCentury 21Absolute Realty512 Baltimore PikeSpringfield, PA 19064Ph: 484-431-3686Fax: 610-874-4356Email: [email protected]
David D. VermielWilmington Trust Suite 10010 N. High St.
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West Chestser, PA 19380Ph: 610-430-1020Fax: 610.430-1472Email: [email protected]
David T. Videon, Esq.1000 N. Providence RdMedia, PA 19063Ph: 610-565-9010Fax: 610-565-5965Email: [email protected]
Charles WeldeThe CP Welde Group330 Kennett Pike, Suite 201Chadds Ford, PA 19317Ph: 610-388-7705Fax: 610-388-7720Email: [email protected]
Susan WhartenbyTrust OfficerBrown Brothers Harriman Trust Company of DelawareSuite 1011013 Centre RoadWilmington, DE 19805Ph: 302-552-4053Fax: [email protected]
Randolph B. Winton, MBA Registered Investment AdvisorLynch, Winton & Associates, LLC416 Haverford PlaceSwarthmore, PA 19081Ph: 610-543-5480 Fax: 610-543-3294Email: [email protected]
Carrie Woody, Esq.Woody Law Offices, PC110 W. Front St.Media, PA 19063Ph: 610-566-8770Fax: 610-566-5168Email: [email protected]
Dennis Woody, Esq.Woody Law Offices, PC
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110 W. Front St.Media, PA 19063Ph: 610-566-8770Fax: 610-566-5168Email: [email protected]
John Yanoshak, Esq., CPAKassab Archbold & O'Brien, LLC17 E. Front St. PO Box 626Media, PA 19063-0626Ph: 610-565-3800 Fax: 610-892-6888Email: [email protected]
Timothy Zeigler Kamelot Auctions4700 Wissahickon Ave., Ste 107Philadelphia, PA 19144Ph: 215-392-0041 Fax: 215-438-6992Email: [email protected]
Phil Zimmerman, CFPMerrill Lynch724 W. Lancaster Ave.Wayne, PA 19087Ph: 610-971-6281 Fax: 610-628-4442Email: [email protected]
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