Professional Advisors Alliance
Ambassadors in Growing Philanthropy
Advocating for The Catholic Foundation
Our Professional Advisors Alliance (PAA) comprises a group of active and talented charitable gift, estate, and financial planning professionals dedicated to growing philanthropy in Greater Philadelphia according to the teachings of Jesus Christ.
Professional Advisors Alliance Directory
Patrick Benner
CEO/President
Benner Insurance Solutions
Media, PA
St. Bernadette Parish
Drexel Hill, PA
610 424 3001
pbenner@bennerinsurancesolutions.comGiosue Bochicchio
Risk Advisor
Porter & Curtis, Heffernan Insurance Brokers
Media, PA
St. Paul Parish
Princeton, NJ
412 770 0047
giosueb@heffins.comStephanie Sanderson Braem, Esq.
Partner
Stradley Ronon Stevens & Young, LLP
Cherry Hill, NJ
Christ the King Parish
Haddonfield, NJ
856 441 6356
Ssanderson-braem@stradley.comCharles Bramley, CPA
Partner
Withum Smith + Brown CPA’s
Philadelphia, PA
St. Mary Magdalen Parish
Media, PA
215 962 0108
cbramley@withum.comNicholas Buckley
Vice President
Brown & Brown Insurance Services, Inc.
Marlton, NJ
St. Matthew Parish
Conshohocken, PA
856 552 6335
Nicholas.buckley@bbrown.comJessica Chominski
Financial Advisor
Stonecrop Wealth Advisors
West Chester, PA
St. Agnes Parish
West Chester, PA
610 871 2815
jchominski@stonecropadvisors.comAlvin Clay, CPA
Founder and Managing Partner
Alvin Clay Financial Advisors LLC
Jenkintown, PA
Immaculate Conception Parish
Jenkintown, PA
267 626 2382
aclay@alvinclay.comMatthew Coyne
President
Brandywine Mergers and Acquisitions
Malvern, PA
St. Joseph Parish
Downingtown, PA
484 534 8600 x-102
mcoyne@bma1.comRichard Craft, AIF
Principal
Wealth Advisory Group
Wayne, PA
St. Katharine of Siena Parish
Wayne, PA
610 225 1000 x 2351
craft@wagadvisors.comPeter DeMaio
Agency Owner
Allstate Agency
Drexel Hill, PA
Annunciation BVM Parish
Havertown, PA
peterdemaio@allstate.comColin Devlin, Esq.
Partner
Lex Nova Law
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
267 792 3342
cdevlin@lexnovalaw.comCarlo Ferri, CPA
Tax Director
Kreischer Miller
Horsham, PA
St. Anne Parish
Phoenixville, PA
610 864 3033
cferri@kmco.comDerek Fiorenza, CFP
Chief Operating Officer and Chief Communication Officer
Summit Group Retirement Planners, Inc.
Downingtown, PA
St. Joseph Parish
Downingtown, PA
267 433 1051
dfiorenza@sgretirementplanners.comWilliam Gallagher, C(k)P
Senior Vice President – Financial Advisor
RBC Wealth Management
Conshohocken, PA
St. Thomas of Villanova Parish
Villanova, PA
484 530 2822
williamgallagher19@gmail.comTimothy Gillespie
Vice President & Director of Client Management
The Haverford Trust Company
Radnor, PA
Mary, Mother of the Redeemer Parish
North Wales, PA
215 361 2469
tgillispie@haverfordquality.comThomas Graham, CEPA
Senior Vice President, Private Client Advisor
Bank of America
West Conshohocken, PA
St. Eleanor Parish
Collegeville, PA
610 567 4707
Thomas.r.graham@bofa.comDenis Gray, Esq.
Attorney
Palmer and Gray, LLP
Wayne, PA
St. John Neumann Parish
Bryn Mawr, PA
610 687 9555
gray@palmergray.comCharles Hamilton
Home Loan Strategist
Cross Country Mortgage
Lafayette Hill, PA
St. Francis of Assisi Parish
Springfield, PA
619 405 1622
chamilton@ccm.comRobert Hart, CFP
Executive Director, Banker
J. P. Morgan Private Bank
Philadelphia, PA
Our Mother of Good Counsel Parish
Bryn Mawr, PA
215 640 3509
Robert.f.hart@jpmorgan.comMaureen Kozak, CFP
Managing Director
McCloskey Financial Group
Wayne, PA
St. Monica Parish
Berwyn, PA
610 502 5312
maureen@mccloskeyfg.comKeri Laign, CAPI
Vice President
Marsh McLennan - Private Client Services
Philadelphia, PA
St. Anthony of Padua Parish
Ambler, PA
267 324 9459
Keri.laign@marchmma.comJoseph M. Mangini, Jr., CFA
Vice President
Goldman Sachs
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
215 656 7846
joseph.mangini@gs.comAndrew McCloskey
President/Chief Investment Officer
McCloskey Financial Group
Rosemont, PA
St. Thomas of Villanova Parish
Rosemont, PA
610 502 5313
andrew@mccloskeyfg.comWilliam Meagher
Senior Vice President, Private Client Advisor
Bank of America
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
267 212 4046
William.meagher@bofa.comWill Murley, CFP
Financial Planner
Equitable Advisors
Bala Cynwyd, PA
St. Joseph Parish
Downingtown, PA
610 660 4281
William.murley@equitable.comTheresa Murtagh, Esq.
Murtagh Brothers
Newtown Square, PA
St. Mary Magdalen Parish
Media, PA
610 496 7390
Tmf98irish@yahoo.comChristopher O’ Keefe
Managing Director, Lead Portfolio Manager
Logan Capital
Newtown Square, PA
St. Agnes Parish
West Chester, PA
610 228 4586
cpokeefe@logancapital.comEric O’Neill, CFP
Financial Advisor
Diamond State Financial Group
Media, PA
St. Mary Magdalen Parish
Media, PA
610 565 9550
Eric.oneill@dsfg.comMatthew Piedimonte
Financial Advisor
Equitable Advisors
Bala Cynwyd, PA
Sacred Heart Parish
Bridgeport, PA
336 405 8204
Matthew.piedimonte@equitable.comJohn V. Rafferty, Esq.
Partner
Highland Law, PC
West Chester, PA
St. Agnes Parish
West Chester, PA
610 840 6687
John@highfield.lawRobert Repko, Esq.
Attorney
Repko Law, LLC
Doylestown, PA
Mary Mother of the Redeemer
North Wales, PA
215 348 9500
rtrepko@repkolaw.comStephen Slade, CPA
Partner
Wouch Maloney
Horsham, PA
Mary Mother of the Redeemer
North Wales, PA
215 675 8364
sslade@wm-cpa.orgDaniel Solecki
Co-Founder & President
Family Shield Capital, LLC
Chief Operating Officer
Life Celebrations by Givnish
Norristown, PA
Mary, Mother of the Redeemer Parish
North Wales, PA
215 439 2232
dsolecki@lifecelebration.comJoseph Stanton, Esq.
Attorney
Law Offices of Joseph P. Stanton
Jenkintown, PA
Immaculate Conception Parish
Jenkintown, PA
215 886 6780
jpstanton@stantonlegal.comLouis N. Teti, Esq.
Estate, Legacy and Philanthropic Planning and Consulting
Downingtown, PA
Sts. Philip and James Parish
Exton, PA
610 322 6769
Louphillie50@gmail.comJack Ziegler, CFP
Certified Financial Planner
Northwestern Mutual
King of Prussia, PA
St. Eleanor Parish
Collegeville, PA
610 350 1552
Jack.zielger@nm.comContact Us to Learn More
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