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Professional Advisors Alliance

Ambassadors in Growing Philanthropy

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.
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Professional Advisors Alliance Directory

Patrick Benner
CEO/President
Benner Insurance Solutions
Media, PA
St. Bernadette Parish
Drexel Hill, PA
610 424 3001
pbenner@bennerinsurancesolutions.com
Giosue Bochicchio
Risk Advisor
Porter & Curtis, Heffernan Insurance Brokers
Media, PA
St. Paul Parish
Princeton, NJ
412 770 0047
giosueb@heffins.com
Charles Bramley, CPA
Partner
Withum Smith + Brown CPA’s
Philadelphia, PA
St. Mary Magdalen Parish
Media, PA
215 962 0108
cbramley@withum.com
Amara Briggs
Wealth Advisor
St. Matthias Parish
Bala Cynwyd, PA
610 324 4150
Amara.briggs@comcast.net
Beth Harper Briglia, C.P.A.
Philanthropic Advisor
St. Basil the Great Parish
Phoenixville, PA
610 331 0670
briglia208@comcast.net
Ross Bruch
Managing Director
Brown Brothers Harriman & Co.
Philadelphia, PA
St. Ignatius of Antioch
Yardley, PA
215-587-6315
ross.bruch@bbh.com
Nicholas Buckley
Vice President
Brown & Brown Insurance Services, Inc.
Marlton, NJ
St. Matthew Parish
Conshohocken, PA
856 552 6335
Nicholas.buckley@bbrown.com
Jessica Chominski
Financial Advisor and Director of Institutional Marketing
Aquinas Wealth Advisors
West Chester, PA
St. Agnes Parish
West Chester, PA
412 437 8010
jchominski@aquinaswealth.com
Alvin Clay, CPA
Founder and Managing Partner
Alvin Clay Financial Advisors LLC
Jenkintown, PA
Immaculate Conception Parish
Jenkintown, PA
267 626 2382
aclay@alvinclay.com
Matthew Coyne
President
Brandywine Mergers and Acquisitions
Malvern, PA
St. Joseph Parish
Downingtown, PA
484 534 8600 x-102
mcoyne@bma1.com
Richard Craft, AIF
Principal
Wealth Advisory Group
Wayne, PA
St. Katharine of Siena Parish
Wayne, PA
610 225 1000 x 2351
craft@wagadvisors.com
Peter DeMaio
Agency Owner
Allstate Agency
Drexel Hill, PA
Annunciation BVM Parish
Havertown, PA
peterdemaio@allstate.com
Colin Devlin, Esq.
Partner
Lex Nova Law
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
267 792 3342
cdevlin@lexnovalaw.com
Carlo Ferri, CPA
Tax Director
Kreischer Miller
Horsham, PA
St. Anne Parish
Phoenixville, PA
610 864 3033
cferri@kmco.com
Derek 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.com
William 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.com
Timothy 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.com
Thomas 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.com
Denis Gray, Esq.
Attorney
Palmer and Gray, LLP
Wayne, PA
St. John Neumann Parish
Bryn Mawr, PA
610 687 9555
gray@palmergray.com
Charles Hamilton
Home Loan Strategist
Cross Country Mortgage
Lafayette Hill, PA
St. Francis of Assisi Parish
Springfield, PA
619 405 1622
chamilton@ccm.com
Robert 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.com
Maureen Kozak, CFP
Managing Director
McCloskey Financial Group
Wayne, PA
St. Monica Parish
Berwyn, PA
610 502 5312
maureen@mccloskeyfg.com
Keri Laign, CAPI
Vice President
Marsh McLennan - Private Client Services
Philadelphia, PA
St. Anthony of Padua Parish
Ambler, PA
267 324 9459
Keri.laign@marchmma.com
Joseph M. Mangini, Jr., CFA
Vice President
Goldman Sachs
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
215 656 7846
joseph.mangini@gs.com
Andrew McCloskey
President/Chief Investment Officer
McCloskey Financial Group
Rosemont, PA
St. Thomas of Villanova Parish
Rosemont, PA
610 502 5313
andrew@mccloskeyfg.com
William 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.com
Will Murley, CFP
Financial Planner
Equitable Advisors
Bala Cynwyd, PA
St. Joseph Parish
Downingtown, PA
610 660 4281
William.murley@equitable.com
Theresa Murtagh, Esq.
Murtagh Brothers
Newtown Square, PA
St. Mary Magdalen Parish
Media, PA
610 496 7390
Tmf98irish@yahoo.com
Christopher O’ Keefe
Managing Director, Lead Portfolio Manager
Logan Capital
Newtown Square, PA
St. Agnes Parish
West Chester, PA
610 228 4586
cpokeefe@logancapital.com
Eric O’Neill, CFP
Financial Advisor
Diamond State Financial Group
Media, PA
St. Mary Magdalen Parish
Media, PA
610 565 9550
Eric.oneill@dsfg.com
Matthew Piedimonte
Financial Advisor
Equitable Advisors
Bala Cynwyd, PA
Sacred Heart Parish
Bridgeport, PA
336 405 8204
Matthew.piedimonte@equitable.com
John V. Rafferty, Esq.
Partner
Highland Law, PC
West Chester, PA
St. Agnes Parish
West Chester, PA
610 840 6687
John@highfield.law
Robert Repko, Esq.
Attorney
Zlock, Grisillo & Repko
Doylestown, PA
Mary Mother of the Redeemer
North Wales, PA
215-974-0384
rtrepko@zlocklaw.com
Stephanie Sanderson Braem, Esq.
Partner
Stradley Ronon Stevens & Young, LLP
Cherry Hill, NJ
Christ the King Parish
Haddonfield, NJ
856 441 6356
Ssanderson-braem@stradley.com
Stephanie Searles Vogel, Esq.
Partner, Tax & Employee Benefits
Dilworth Paxson LLP
Philadelphia, PA
Old Saint Mary's
Philadelphia, PA
215 575 7087
svogel@dilworthlaw.com
Stephen Slade, CPA
Partner
Wouch Maloney
Horsham, PA
Mary Mother of the Redeemer
North Wales, PA
215 675 8364
sslade@wm-cpa.org
Daniel 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.com
Joseph Stanton, Esq.
Attorney
Law Offices of Joseph P. Stanton
Jenkintown, PA
Immaculate Conception Parish
Jenkintown, PA
215 886 6780
jpstanton@stantonlegal.com
Michael Stephano, C.P.A
Managing Partner
Stephano Slack, LLC
Wayne, PA
St. Katharine of Siena Parish
Wayne, PA
610 687 1600
mstephano@stephanoslack.com
Louis N. Teti, Esq.
Estate, Legacy and Philanthropic Planning and Consulting
Downingtown, PA
Sts. Philip and James Parish
Exton, PA
610 322 6769
Louphillie50@gmail.com
Charles J. Waldecker III, C.P.A
Senior Tax Manager
Siana Carr O'Connor & Lyman, LLP
Paoli, PA
St. Pius X Parish
Broomall, PA
610 296 4200 ext. 120
cwaldecker@scolcpa.com
Jack Ziegler, CFP
Certified Financial Planner
Northwestern Mutual
King of Prussia, PA
St. Eleanor Parish
Collegeville, PA
610 350 1552
Jack.zielger@nm.com
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