Professional Advisor Recognition Society
York County Community recognizes those attorneys, accountants, financial planners, estate planners and wealth advisors for their commitment to this community and their work to encourage philanthropy. These professional advisors are active members of our community who help their clients create their charitable legacies.
Mr. Anstine is an attorney with expertise in the ares of personal injury; wills and estates; real estate; business law; and municipal law.
Mr. Bergdoll provides accounting, tax, and financial services for small and medium size businesses, their owners, and their families.
Mr. Boustead served as the Community Foundation’s first Legal Counsel from 1992 until his retirement from CGA Law Firm in 2002. He provided exemplary legal services, guiding the organization through its Revitalization Initiative as it grew from a $1M organization to a $25M community foundation.
Mr. Boustead painstakingly established corporate structures and restated corporate documents which were necessary to guide the Foundation toward a modern system of procedures and operations. And, he spend countless hours carefully and skillfully explaining these procedures and operations, as well as the role of a community foundation in supporting and promoting charitable activity in the York community to trust institutions, attorneys, and the Orphans’ Court, while enabling unrestricted transfers of trust funds from fiduciary institutions and others.
Mr. Bowen is First Vice President – Investment Officer with Wells Fargo Advisors.
Ms. Dotzel is a CPA in the company and provides tax and accounting services to small and medium-size businesses, as well as tax planning and preparation for individuals. In addition, she is proficient in the areas of estate planning and preparation of estate tax returns, and providing accounting and tax services to physicians and medical practices.
Mr. Kagen’s practice focuses on the area of individual and corporate taxpayer representation, small business representation, estate planning and administration, and real estate.
Clermont Wealth Strategies, a division of Fulton Bank N.A.
Ms. Klahold is in the field of relationship management.
Mr. McGinnis is of-counsel to the firm and practices in the areas of real estate and estates litigation, eminent domain, and estate planning and administration.
Mr. McKonly’s practice covers trusts, corporate and municipal law, probate, and real estate.
Mr. Merrick is a Partner, Small Business Services group. He specializes in employee benefit plans, and serves a wide variety of industries including engineering, construction, manufacturing, distribution and condominium associations.
Mr. Rubin is a partner in the firm and concentrates his practice on federal and state taxation law and estate planning and administration.
Mr. Shorb is an attorney with the firm in its estate and business departments. He has extensive experience in representing small to medium size businesses in business succession matters, and has lectured to numerous church and community organizations on estate planning.
Mr. Shorb is Chair of the firm’s Estate Practice Group. He works in the areas of wills, trusts, estate planning, and estate administration.
Mr. Stitt’s practice emphasizes the preparation of Wills and related estate planning documents, as well as the administration and settlement of the estates of deceased individuals.
Mr. Wallace, who is now retired, practiced in the areas of wills, trusts, estate planning and estate administration.
Mr. Countess was an attorney whose experience included Estate and tax planning/compliance; Probate administration; Trust administration; Business, land, and asset acquisition and sales; Leases and general business contracts; and Family transition/succession planning.
Mr. Leader was one of the founding members of Stock and Leader. Prior to his retirement, he practiced in the area of general civil law, with an emphasis on estate planning, estate administration, and business law. The Community Foundation is proud to have called Mr. Leader a friend.