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 areas 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 offering a range of services from individual investments to retirement planning.
Mr. Bupp provides clients with specialized advice in the areas of estate planning, estate administration, business and tax planning, real estate transactions and related matters.
Ms. Dotzel is a CPA 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.
Ms. Leighty is the Chair of the firm's Real Estate Group. She also practices in the area of wills, estate planning and estate administration law, and general practice.
Mr. Long is a partner in the firm and focuses on Wills and estate planning, along with real estate and intellectual property.
Mr. Klunk is a principal at the firm, specializing in complex tax situations and sales and acquisitions.
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, now retired, was a Partner, Small Business Services group. He specialized in employee benefit plans, and served a wide variety of industries including engineering, construction, manufacturing, distribution and condominium associations.
Mr. Miller's business and real estate practice includes representation of small and medium-sized businesses, family farms and real estate developers in all types of matters.
Mr. Shorb, now retired, was 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.
Mr. Rubin was a partner in the firm and concentrated his practice on federal and state taxation law and estate planning and administration.