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Become a Professional Advisor Partner

The work of Leave A Legacy® 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 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 advisor partner, please fill out the form and mail to Leave A Legacy® York County.


2018 Professional Advisor Partners

Attorneys

MacGregor Brillhart, Esquire
Stock and Leader
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

       Jeffrey Lobach, Esquire
       
 Barley Snyder, LLP
       100 East Market Street
        York, PA 17401

        (717) 846-8888 

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

Kristin McGuire, Esquire
Stock and Leader
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

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

 Amanda Snoke Dubbs, Esquire
 Law office of Amanda Snoke Dubbs
 294 Dew Drop Road
 York, PA 17402
 (717)430-6730

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

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

(717) 345-3494

      Alex Snyder, Esquire
       Barley Snyder LLP
      100 East Market Street
      York, PA 17401
      (717) 846-8888
 

      Erik D. Spurlin, Esquire, CELA, LL.M.
      Estate & Elder Law Firm of Erik Spurlin
      2997 Cape Horn Road, A-6
      Red Lion, PA 17356
      (717) 501-4009

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

      Anna Lamond
      PeoplesBank Wealth Management
      105 Leader Heights Road
      York, PA 17402
      (717) 747-1585
      Bonnie Grizzell
      PeoplesBank Wealth Management
      105 Leader Heights Road
      York, PA 17402
      (717) 747-1585
      David Morais
      Wilmington Trust
      21 E. Market Street
      York, PA 17401
      (717) 852-3072

Certified Public Accountants

 James K. Bergdoll, CPA/PFS
 Stambaugh Ness PC
 2600 Eastern Blvd., Suite 101
 York, PA 17402
 (717)757-6999

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 Advisors

Robert A. Bowen, First Vice President
Wells Fargo Advisors
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

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

Jennifer L. Ormand
Stifel/Smith Ormond Wealth Advisory Group
235 St. Charles Way, Suite 200
York, PA 17402
(717) 741-8903

James H. Gano
Northwestern Mutual
1 S. George Street
York, PA 17401
(717) 843-5511

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

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

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

      Holly A. Mayer
      Smith Mayer & Liddle
      2315 N. Susquehanna Trail, Suite A
      York, PA 17404
      (717) 779-2769
       Brad D. Stein, CFP®
       The Financial Advisory Group

       45 Wyntre Brooke Drive
       York, PA 17403
       (717) 741-3665

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

 M. Paul Torchia, CFP®, CLU®
 Northwestern Mutual
 1 South 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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