EPC Members
The York County Estate Planning Council is dedicated to providing estate planning information to professionals and the local community in Central Pennsylvania. Our organization consists of Attorneys, Accountants, Bankers, Financial Planners and Nonprofit Leaders whose practice includes Estate Planning. Membership includes a calendar year membership, 4 continuing education programs (accreditation for PACLE, CFP, PA Insurance and CPA), credit reporting and associated fees, and social networking functions.
Members
Accountants
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James K. Bergdoll, CPA/PFS
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Robert Berkebile, CPA/PFS, CFP
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Margaret Eldridge, CPA, MBA, CSEP
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Kristy Ferraro, CPA, MT
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Robert M. Gratalo, CPA, MST
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Thomas E. Kaizar, CPA, MST
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Scott Myers, CPA, CSEP
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Attorneys
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MacGregor Brillhart, Esq.
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Timothy J. Bupp, Esq.
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Elizabeth Gangloff, Esq.
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Suzanne H. Griest, Esq.
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Andrew C. Herrold, Esq.
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Joy L. Kolodzi, Esq.
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David M. Laucks, Esq.
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Suzanne Laucks Bova, Esq.
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Nicole Marzacco, Esq.
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Kristen McGuire, Esq.
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David A. Mills, Esq.
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Matthew J. Nace, Esq.
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Summer M. Pannizzo
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Julia M. Parrish, Esq.
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Madison N. Reed, Esq.
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Haley Rohrbaugh, Esq.
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Craig S. Sharnetzka, Esq.
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Thomas M. Shorb, Esq.
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Amanda Snoke Dubbs, Esq.
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Alex E. Snyder, Esq.
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Erik D. Spurlin, Esq.
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Jennifer M. Stetter, Esq.
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Bankers
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Lori L. S. Brodbeck, CTFA
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Jessica Malone
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Nancy A. Klahold
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Erin J. Miller, J.D.
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Anna M. Lamond, CFP®, CTFA, CHFC
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Ashley Smith, CTFA, CHFC
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Financial Advisors/planners
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Jason Boas
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Marisa DeHoff, CFP®, APMA®
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Richard Ellenberger, CFP®, Accredited Investment Fiduciary
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Michael C. Haun, CFA, CFP
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Karen Heltzel
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Trevor N. Hoffman
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Robert R. Lloyd, Jr., CFP®, JD, APMA™
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Damien P. Lynch, MBA, CFP®
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Scott D. Michael, CFP®, AIF®
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David M. Morais, CFP, CEPA
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Joseph Rogers, CFP, CTFA, RICP |
Adam G. Saubel, CFP®, ChFC®, CLU®, RICP®, ChSNC®, CAP®, CLTC®
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Matthew Shandlay
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Christopher M. Stock, MBA, AIF
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Mary Winand, CFP®
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Tyler Lerman, CFP, ChFC, RICP, AIF, CAP, CLTC, NSSA, CEPA
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Nonprofit/other
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Kim Alvarez
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Deirdre "Dee" Baker
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Mary Kay Bernosky, Esq.
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Ron Bunce
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Eric M. Chase, M.S.
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Kelley Gibson
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Kristin Hutchins
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Steven Martinez
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Glenn Miller
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Mark Misitano
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Philip A. Woods |
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Christopher Rice
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Thomas Stewart
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| The Honorable Bryan K. Tate York County Register of Wills & Clerk of Orphans' Court (717) 771-9262 bktate@yorkcountypa.gov |
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