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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

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

Jeffrey D. Lobach, Esquire     
Alex E. Snyder, Esquire
Julia M. Parrish, Esquire
Jennifer Stetter, Esquire

Saxton & Stump, LLC
221 W. Philadelphia St., Suite E600
York, PA 17401
(717) 846-9800

MacGregor J. Brillhart, Esquire
Jody A. Leighty, Esquire 
Kristen R. McGuire, Esquire
Madison N. Reed, Esquire
Thomas M. Shorb, Esquire

Bellomo & Associates, LLC
3198 East Market Street
York, PA 17404
(717) 845-5390

Jeffrey R. Bellomo, Esquire

Snoke Dubbs Law, Inc.
204 St. Charles Way,
York, PA 17402
(717) 430-6730

Amanda Snoke Dubbs, Esquire

CGA Law Firm
135 North George Street,
York, PA 17401
(717) 848-4900

Timothy J. Bupp, Esquire
Frank H. Countess, Esquire
Richard K. Konkel, Esquire

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

Joy L. Kolodzi, Esquire

Kearney Graybill, LLC
940 South Queen Street,
York, PA 17403
(717) 345-3494

Jack L. Graybill II, Esquire

 


Banks/Trust Department

Counsel Trust Company                
307 Leader Heights Road,
York, PA 17402
(717) 718-1600

Jennifer A. Galloway, Esquire

Orrstown Financial Advisors
105 Leader Heights Road,
York, PA 17402
(717) 747-1522

Bonnie Grizzell, VP & Relationship Manager
Ashley Smith, Assistant VP & Trust Advisor
Jason Boas, Trust Advisor 

Everence Financial, Inc.    

960 East Main Street
Mount Joy, PA 17552
(717) 653-6662

Elyse M. Kauffman, MBA

 

 

Certified Public Accountants

Bergdoll, CPA/PFS
1195 Turnberry Lane,
York, PA 17402
(717) 542-0421

James K. Bergdoll, CPA/PFS

RKL LLP
3501 Concord Road, Suite 250
PO Box 21439
York, PA 17402
(717) 843-3804 

W. Robert Berkebile, CPA 
Kristy Ferraro, CPA MT
G. Scott Myers, CPA, CSEP

 

Financial Advisors

Bryn Mawr Trust
1 East Chocolate Ave., Suite 200
Hershey, PA 17033
(717) 520-5645

Joseph V. Rogers, CFP®, CTFA,
RICP

Smith Wealth Advisory Group
of Janney Montgomery Scott
2315 N. Susquehanna Trail, Suite A
York, PA 17404
(717) 779-2769

Kevin J. Smith, CFA®, CFP®, ChFC®,
CAP®, CASL®, CRPC®, CLTC®,
AWMA®, AAMS®


Harvest Rock Advisors, LLC 
230 N. George Street
York, PA 17401
(717) 814-5115 

Timothy H. Sutherland, CFP 

Stifel | Heltzel Kalloz Financial Advisory Group
235 St. Charles Way, Suite 100
York, PA 17402
(717) 741-8906

Karen Heltzel

Macro Advisors, Inc.
526 Greenbriar Road
York, PA 17404
(717) 964-4566

Mahir Desai, CFP®

The BF Wealth Management Group at Merrill Lynch
96 South George Street 
York, PA 17401
(717) 771-0002

Michael Haun, CFA, CFP

RKL Wealth Management
3501 Concord Road, Suite 250
PO Box 21439
York, PA 17402

David M. Morais, CFP®

The Financial Advisory Group
45 Wyntre Brooke Drive,
York, PA 17403
(717) 741-3665

Damien P. Lynch, MBA, CFP®
Mary Winand, CFP®

Savant Wealth Management 
221 W. Philadelphia Street, Suite 303
York, PA 17401
(717) 846-6214

Scott D. Michael, CFP®, AIF®

118 Carlisle Street, Suite 301
Hanover, PA 17331
(717) 632-2725

Christopher M. Stock, MBA®, AIF®
Richard P. Ellenberger CFP®, AIF®

Wells Fargo Advisors

221 W. Philadelphia St, Suite 112 East
York, PA 17401
(717) 849-1058

Robert A. Bowen, Senior Vice President-
Investment Officer. 

*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.