Directors:

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

 Jane Burke
(First Vice President)
M&T Bank

Mark Mateya, Esq.
(Second Vice President)

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

Sharon Engle
(Secretary)
Messiah Village

Drew Wadsworth CFP®
Executive Planning Group

Brian Fields, CFP®
Smith Barney  

Hubert X. Gilroy
Martson Law Offices

Donna Mullin, CPA
Boyer & Ritter

William Daugherty
American Funds

Marci Trainor
Executive Planning Group

Von Jaymes
Orrstown Bank

William Davidson, CLU
(Immediate Past President)
Davidson & Velencia
 

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.


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

Powered by PAontheweb.com