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
James K. Bergdoll, CPA/PFS
Bergdoll, CPA/PFS
(717) 542-0421
jbergdoll@stambaughness.com | Robert Berkebile, CPA/PFS, CFP
RKL, LLP
(717) 843-3804
rberkebile@rklcpa.com | Margaret Eldridge, CPA, MBA, CSEP
Smith Elliot Kearns & Company, LLC
(717) 637-5915
meldridge@sek.com | Kristy Ferraro, CPA, MT
RKL, LLP
(717) 885-5703
kpferraro@rklcpa.com | Robert M. Gratalo, CPA, MST
RKL, LLP
(717) 843-3804
rgratalo@rklcpa.com | Thomas E. Kaizar, CPA, MST
RKL, LLP
(717) 843-3804
tkaizar@rklcpa.com | Scott Myers, CPA, CSEP
RKL, LLP
(717) 843-3804
smyers@rklcpa.com | |
Attorneys
MacGregor Brillhart, Esq.
Stock and Leader
(717) 846-9800
mbrillhart@stockandleader.com | Timothy J. Bupp, Esq.
CGA Law Firm
(717) 848-4900
tbupp@cgalaw.com | Elizabeth Gangloff, Esq.
MPL Law Firm, LLP
(717) 845-1524
egangloff@mpl-law.com | Suzanne H. Griest, Esq.
MPL Law Firm, LLP
(717) 846-8856
sgriest@mpl-law.com | Andrew C. Herrold, Esq.
MPL Law Firm, LLP
(717) 846-8856
aherrold@mpl-law.com | Joy L. Kolodzi, Esq.
Elder Law Firm of Robert Clofine
(717) 747-5995
joy@estateattorney.com | David M. Laucks, Esq.
Laucks & Laucks, P.C.
(717) 244-3272
dlaucks@laucksandlaucks.com | Suzanne Laucks Bova, Esq.
Laucks & Laucks, P.C.
(717) 244-3272
selaucks@laucksandlaucks.com | Nicole Marzacco, Esq.
CGA Law Firm
(717) 864-8969
nmarzzacco@cgalaw.com | Kristen McGuire, Esq.
Stock and Leader
(717) 846-9800
kmcguire@stockandleader.com | David A. Mills, Esq.
MPL Law Firm, LLP
(717) 845-1524
dmills@mpl-law.com | Matthew J. Nace, Esq.
Morris and Vedder, LLP
(717) 843-9815
mjnace@morris-vedder.com | Summer M. Pannizzo
CGA Law Firm
(717) 718-7135
spannizzo@cgalaw.com | Julia M. Parrish, Esq.
Barley Snyder
(717) 846-8888
jparrish@barley.com | Madison N. Reed, Esq.
Stock and Leader
(717) 846-9800
mreed@stockandleader.com | Haley Rohrbaugh, Esq.
CGA Law Firm
(717) 848-4900
hrohrbaugh@cgalaw.com | Craig S. Sharnetzka, Esq.
CGA Law Firm
(717) 848-4900
csharnetzka@cgalaw.com | Thomas M. Shorb, Esq.
Stock & Leader
(717) 846-9800
tshorb@stockandleader.com | Amanda Snoke Dubbs, Esq.
Snoke Dubbs Law, Inc.
(717) 430-6730
asnoke@snokebusinesslaw.com | Alex E. Snyder, Esq.
Barley Snyder
(717) 846-8888
asnyder@barley.com | Erik D. Spurlin, Esq.
MPL Law Firm
(717) 854-1524
espurlin@mpl-law.com | Jennifer M. Stetter, Esq.
Barley Snyder
(717) 637-6239
jstetter@barley.com |
Bankers
Financial Advisors/planners
Jason Boas
Orrstown Bank
(717) 747-2402
jboas@orrstown.com | Marisa DeHoff, CFP®, APMA®
Roseville Wealth Management Group of Ameriprise Financial Services, LLC
(717) 755-2005
marisa.dehoff@ampf.com | Richard Ellenberger, CFP®, Accredited Investment Fiduciary
Savant Wealth Management
(717) 632-2725
rellenberger@savantwealth.com
| Michael C. Haun, CFA, CFP
Merrill Lynch
(717) 771-0002
michael.haun@ml.com | Karen Heltzel
Stifel | Heltzel Kalloz Financial Advisory
(717) 741-8906
heltzelk@stifel.com | Trevor N. Hoffman
Collective Family Office, LLC
(717) 893-5055
trevor.hoffman@collectivefo.com | Robert R. Lloyd, Jr., CFP®, JD, APMA™
Roseville Wealth Management Group of Ameriprise Financial Services, LLC
(717) 755-2005 x 124
robert.lloyd@ampf.com | Damien P. Lynch, MBA, CFP®
The Financial Advisory Group
(717) 741-3665
damien.lynch@lpl.com | Scott D. Michael, CFP®, AIF®
Savant Wealth Management
(717) 430-0980
smichael@savantwealth.com | David M. Morais, CFP, CEPA
RKL Wealth Management
(717) 843-3804
dmorais@rklwealth.com | Joseph Rogers, CFP, CTFA, RICP
Bryn Mawr Trust
(717) 520-5645
jrogers@bmt.com
| Adam G. Saubel, CFP®, ChFC®, CLU®, RICP®, ChSNC®, CAP®, CLTC®
Saubel Financial Group
(717) 216-0033
saubeladam@gmail.com | Matthew Shandlay
Orrstown Financial Advisors
mshandlay@orrstown.com
(717) 747-2712 | Christopher M. Stock, MBA, AIF
Savant Wealth Management
(717) 632-2725
cstock@savantwealth.com | Mary Winand, CFP®
The Financial Advisory Group
(717) 741-3665
mary.winand@lpl.com | |
Nonprofit/other
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