Professional Advisors
Become a Professional Advisor Partner
The work of Leave A Legacy® York County benefits professional advisors, nonprofits, and individuals in York County. With your support, this valuable alliance will continue to assist and sustain programs in our community.
Professional advisor partner benefits:
- Inclusion in the partner booklet disseminated to the public, nonprofit partners, and professional advisor partners
- Name and link to your website on the 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 advisor partner, please fill out the form and mail to Leave A Legacy® York County.
2025 Professional Advisor Partners
Attorneys
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Barley Snyder, LLP Alex E. Snyder, Esquire Julia M. Parrish, Esquire Jennifer Stetter, Esquire |
Saxton & Stump, LLC MacGregor J. Brillhart, Esquire |
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Bellomo & Associates, LLC Jeffrey R. Bellomo, Esquire |
Snoke Dubbs Law, Inc. Amanda Snoke Dubbs, Esquire |
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CGA Law Firm Timothy J. Bupp, Esquire |
The Elder Law Firm of Robert Clofine Joy L. Kolodzi, Esquire |
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Kearney Graybill, LLC Jack L. Graybill II, Esquire |
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Banks/Trust Department
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Counsel Trust Company Jennifer A. Galloway, Esquire |
Orrstown Financial Advisors Bonnie Grizzell, VP & Relationship Manager |
| Everence Financial, Inc.
960 East Main Street Elyse M. Kauffman, MBA |
Certified Public Accountants
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Bergdoll, CPA/PFS James K. Bergdoll, CPA/PFS |
RKL LLP W. Robert Berkebile, CPA |
Financial Advisors
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Bryn Mawr Trust Joseph V. Rogers, CFP®, CTFA, |
Smith Wealth Advisory Group Kevin J. Smith, CFA®, CFP®, ChFC®,
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Harvest Rock Advisors, LLC Timothy H. Sutherland, CFP |
Stifel | Heltzel Kalloz Financial Advisory Group Karen Heltzel |
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Macro Advisors, Inc. Mahir Desai, CFP® |
The BF Wealth Management Group at Merrill Lynch Michael Haun, CFA, CFP |
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RKL Wealth Management David M. Morais, CFP® |
The Financial Advisory Group Damien P. Lynch, MBA, CFP® |
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Savant Wealth Management Scott D. Michael, CFP®, AIF® 118 Carlisle Street, Suite 301 Christopher M. Stock, MBA®, AIF® |
Wells Fargo Advisors
221 W. Philadelphia St, Suite 112 East Robert A. Bowen, Senior Vice President- |
*Disclaimer
Leave A Legacy® York County does not endorse or recommend persons or organizations participating in the Professional Advisors Referral Program.
Your decision to hire a professional advisor should not be based solely on this referral. Ask the advisor 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 Advisors Referral Program.