Directors:

William Davidson, CLU
( President)
 Davidson & Velencia

James McPherson, CFP®
(Vice President)
 M & T Bank

Peter Shultzabarger, CFRE
(Second Vice President) Consultant 

Creedon Hoffman, CPA (Treasurer)
Greenawalt & Company, P.C.

Sharon Engle
(Secretary)
Messiah Village

Jane Burke
M&T Bank

Donald Wadsworth II, CFP®
Executive Planning Group

Brian Fields, CFP®
Smith Barney  

Mark Mateya, Esq.
Mark Mateya, P.C.

Hubert X. Gilroy
Martson Law Offices

Donna Mullin, CPA
Boyer & Ritter

William Daugherty
American Funds

Edward L. Trainor,CFP®
 Executive Planning Group

Bradley S. Gerlach
(Immediate Past President)
Orrstown Bank

Karen Tomassone Administrative Coordinator

 

Estate Planning Council of Cumberland County: Home Page

Mission

To provide timely and accurate information on the various phases and issues related to effective and efficient estate planning.

To stimulate and foster intelligent cooperation and beneficial working relationships among all the allied professionals in the field of estate planning.

To establish, encourage and cultivate ethical standards in dealing with one another, with mutual clients, and with the public.

Programs

Every quarter we offer informative programs to encourage the continous improvement of the Estate Planning Community.

Please visit our Program Section for information on our upcoming scheduled programs and to see some of the past topics covered.

Membership

Membership in the Estate Planning Council of Cumberland County provides many benefits, including Education, Professional Development and Networking opportunities.

Please visit our Membership section for more details and instructions on how to apply for membership.


EPCC, ©Estate Planning Group of Cumberland County, 2008. All rights reserved.
P.O. Box 493, Carlisle, PA 17013
Phone: 717-240-4562, Fax: 717-240-4559

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