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Become a Professional Adviser Partner

The work of Leave A Legacy® benefits professional advisers, nonprofits and individuals in York County. With your support, this valuable alliance will continue to assist and sustain programs in our community.

Professional adviser partner benefits:

  • Inclusion in the partner booklet disseminated to the public, nonprofit and professional adviser partners
  • Name and link to your website on Leave A Legacy® website
  • Valuable networking opportunities at network luncheon events
  • Position yourself as an expert in planned giving
  • Deepen your client relationships through enhanced values

To become a professional adviser partner, please fill out the form and mail to Leave A Legacy® York County.


2016 Professional Adviser Partners

Attorneys

MacGregor Brillhart, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717) 846-9800

Richard K. Konkel, Esquire
CGA Law Firm
135 North George Street
York, PA 17401
(717) 848-4900

Timothy J. Bupp, Esquire
CGA Law Firm
135 North George Street
York, PA 17401
(717) 848-4900

David A. Mills, Esquire
Blakey, Yost, Bupp & Rausch, LLP
17 East Market Street
York, PA 17401
(717) 845-3674

Robert Clofine, Esquire
The Elder Law Firm of Robert Clofine
340 Pine Grove Commons
York, PA 17403
(717) 747-5995

Thomas M. Shorb, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717) 846-9800

Frank H. Countess, Esquire
CGA Law Firm
135 North George Street
York, PA 17401

(717) 848-4900

Alex Snyder, Esquire
Barley Snyder, LLP
100 East Market Street
York, PA 17401
(717) 846-4006

Danielle Dolch, Esquire
Barley Snyder, LLP
100 East Market Street
York, PA 17401

(717) 846-4006

Erik D. Spurlin, Esquire
The Elder Law Office of Robert Clofine
340 Pine Grove Commons
York, PA 17403
(717) 747-5995

Jennifer A. Galloway, Esquire
Kearney Galloway, LLC
2002 South Queen Street
York, PA 17403

(717) 345-3494

 

Banks/Trust Departments

Stephen Altland
PeoplesBank Wealth Management
105 Leader Heights Road
York, PA 17402
(717) 747-1585

Michael Haun, CFA, CFP
PeoplesBank Wealth Management
105 Leader Heights Road
York, PA 17402
(717) 747-1585

Lori L. S. Brodbeck
Wilmington Trust
21 East Market Street
York, PA 17401
(717) 852-3072

Anna Lamond
PeoplesBank Wealth Management
105 Leader Heights Road
York, PA 17402
(717) 747-1585

Stephen F. Feldmann
Wilmington Trust
21 E. Market Street
York, PA 17401
(717) 852-3072

Jennifer Leib
Wilmington Trust
21 E. Market Street
York, PA 17401
(717) 852-3072

Bonnie Grizzell
PeoplesBank Wealth Management
105 Leader Heights Road
York, PA 17402
(717) 747-1585

Erin J. Miller
Wilmington Trust
21 E. Market Street
York, PA 17401
(717) 852-3072

Certified Public Accountants

James K. Bergdoll, CPA/PFS
Bergdoll & Company, LLP
137 West Market Street
York, PA 17401
(717) 854-7894

G. Scott Myers
Reinsel Kuntz Lesher LLP
3501 Concord Road, Suite 250
York, PA 17402
(717) 843-3804

W. Robert Berkebile, CPA/PFS, CFP, Partner
Reinsel Kuntz Lesher LLP
3501 Concord Road, Suite 250
York, PA 17402
(717) 843-3804

 

Financial Advisers

Robert A. Bowen, First Vice President
Wells Fargo Advisors, LLC
221 W Philadelphia Street, Suite 112 East
York, PA 17401
(717) 849-1058

Diana L. Mohn, CFP®
The Financial Advisory Group
45 Wyntre Brooke Drive
York, PA 17403
(717) 741-3665

Eric Cain, CFS
Penica and Associates
2331 Market Street, 3rd Floor
Camp Hill, PA 17011
(717) 737-5455 x104

Stephen Fieldhouse
Northwestern Mutual
1 South George Street
York, PA 17401
(717) 843-5511

Wanda M. Chilcoat
Counsel Trust Company
224 St. Charles Way, Suite 100
York, PA 17402
(717) 718-1600

Brian D. Selby
Counsel Trust Company
224 St. Charles Way, Suite 100
York, PA 17402
(717) 718-1600

Jessica Fieldhouse
Northwestern Mutual
1 S. George Street
York, PA 17401
(717) 843-5511

Kevin J. Smith, CFP®, ChFC®, CLU®, CAP™, CASL®, CRPC, AAMS®
Smith Mayer & Liddle
2315 N. Susquehanna Trail, Suite A
York, PA 17404
(717) 779-2769

James Lehman, CFS
Penica and Associates
2331 Market Street, 3rd Floor
Camp Hill, PA 17011
(717) 737-5455 x105

Glenn R. Spinello, CPA/ABV, CVA
Artisan Value Advisors
1317 Sleepy Hollow Road
York, PA 17403
(717) 818-1708

Damien P. Lynch, CFP®
The Financial Advisory Group
45 Wyntre Brooke Drive
York, PA 17403
(717) 741-3665

Brad D. Stein, CFP®
The Financial Advisory Group
45 Wyntre Brooke Drive
York, PA 17403
(717) 741-3665

Jim Lyter
Lyter Financial, LLC
3110 East Market Street
York, PA 17402
(717) 840-7899

M. Paul Torchia, CFP®, CLU®
Northwestern Mutual
1 South George Street
York, PA 17401
(717) 843-5511

Holly A. Mayer
Smith Mayer & Liddle
2315 N. Susquehanna Trail, Suite A
York, PA 17404
(717) 779-2769

Philip A. Woods
Northwestern Mutual
1 S. George Street
York, PA 17401
(717) 843-5511

Daniel E. McGarry, CLU®, ChFC®
Northwestern Mutual
1 S. George Street
York, PA 17401
(717) 843-5511


 

*Disclaimer

Leave A Legacy® York County does not endorse or recommend persons or organizations participating in the Professional Advisers Referral Program.

Your decision to hire a professional adviser should not be based solely on this referral. Ask the adviser for written information about qualifications, experience and references.

Leave A Legacy® York County disavows any and all knowledge or opinion on the qualifications, credentials or competency of the persons or organizations participating in the Professional Advisers Referral Program.


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