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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.

2019 Professional Advisor Partners


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

       Jeffrey D. Lobach, Esquire

      Alex E. Snyder, Esquire 

Kearney Galloway Graybill, LLC
940 South Queen Street
York, PA 17403

(717) 345-3494

Jennifer A. Galloway, Esquire

Jack L. Graybill II

Blakey, Yost, Bupp & Rausch, LLP
135 North George Street
York, PA 17401
(717) 848-4900

 David A. Mills, Esquire

        Law office of Amanda Snoke Dubbs
        294 Dew Drop Road
        York, PA 17402

         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

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

MacGregor J. Brillhart, Esquire

Kristen R. McGuire, Esquire

Thomas M. Shorb, Esquire

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

Erik D. Spurlin, Esquire, CELA, LL.M.

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

Robert Clofine, Esquire

Banks/Trust Departments

Clermont Wealth Strategies, a               division of Fulton Bank
 30 S. George Street
 York, PA 1740
1                                                    (717) 771-422

 Lori L. S. Brodbeck, VP/ Sr. Fiduciary Advisor 

Nancy Klahold, VP/ Sr. Fiduciary Advisor 

Erin J. Miller, VP/ Sr. Fiduciary Advisor 

   PeoplesBank Wealth Management
   105 Leader Heights Road
   York, PA 17402
    (717) 747-1585

   Stephen Altland, Sr. VP Wealth Mgmt

   Bonnie Grizzell, VP & Relationship Mgr

   Michael Haun, CFA, CFP, VP Investment                  Strategist

    Anna Lamond, VP & Relationship Mgr

Certified Public Accountants

3501 Concord Road, Suite 250
York, PA 17402
(717) 843-3804

W. Robert Berkebile, LPA/PFS, CFP, CPA,          Partner

G. Scott Myers, CPA, CSEP

 Stambaugh Ness
 2600 Eastern Blvd., Suite 101
 York, PA 17402

James K. Bergdoll, CFP/PFS

Financial Advisors

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

 Wanda M. Chilcoat

Brian D. Selby, CFA

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

Kevin J. Smith, CFP®, ChFC®, CLU®CAP®

       Domani Wealth
       118 Carlisle Street, Suite 301
       Hanover, PA 17331

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

       Scott D. Michael, CFP, AIF

       Christopher M. Stock, MBA, CFP

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

  Damien P. Lynch, MBA, CFP®

  Diana L. Mohn, CFP®

  Brad D. Stein, CFP®

Northwestern Mutual
224 Saint Charles Way, Suite 250
York, PA 17402
(717) 843-5511

Jim Gano, ChFC, Financial Advisor     

Daniel E. McGarry, Jr., CLU, ChFC, Financial       Advisor

M. Paul Torchia, CFP, ChFC, CLU, CASL,            Wealth Management Advisort

Wells Fargo Advisors
221 W Philadelphia Street, Suite 112 East
York, PA 17401
(717) 849-1058

Robert A. Bowen, First Vice President, Investment Officer





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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