utbf.com

Doug is expert in the fields of Estate Planning, Estate Administration, Family Wealth Transfer and Asset, Tax and Creditor Protection.

balalaw.com

Rebecca is a Member and Co-founder of Bala Law Group, LLC. She concentrates her practice in the areas of tax and estate planning; closely held business succession planning; charitable giving; and estate and trust administration. She has authored several articles and lectures frequently on various topics related to her practice areas.

chescocf.org

The Chester County Community Foundation connects people who care with the causes that matter, so their philanthropy makes a difference now and forever. CCCF makes grant and scholarship awards primarily from its endowed Donor Advised Funds, Field of Interest Funds, and Nonprofit Endowment funds. Most of CCCF’s grants are made via donor advised funds—donor families recommend grants to the Board for approval. CCCF encourages and inspires philanthropy by working with: Families and Individuals interested in legacy giving; Teenage youths interested in philanthropy; Private foundations; Professional advisors, especially estate planners and financial planners; and Nonprofits.

mcfoundationinc.org

The Montgomery County Foundation, Inc. is a tax-exempt 501(c)(3) public charity, community foundation that supports donors in making a critical impact on societal issues and achieving the donor’s philanthropic vision through permanent endowment funds and other giving vehicles. The Foundation has also developed an increasingly integral role in the region as a “Catalyst for Community Solutions”, identifying and facilitating the exploration and resolution of a significant scope of challenges and opportunities in collaboration with other public, private and community stakeholders.

homemortgagesbydave.com

Dave Marciniak is a Senior Loan Officer with Pinnacle Mortgage, Inc., currently licensed in Pennsylvania and New Jersey. He has been originating residential mortgages with Pinnacle since 2004. His job is to simplify an otherwise complex process and guide homebuyers at every stage of the mortgage process to ensure a smooth and timely closing. He is a graduate of Rutgers University and currently resides in Montgomery County, PA with his wife and two daughters.

sterlingtrustees.com

With a background in investment banking, Antony co-founded Sterling Trustees with his father in 2008 and serves as its president. Sterling brings extraordinary experience and top notch technology to bear in serving a global clientele.

tscbank.com

Debbie Westrum works closely with family offices and their clients, wealth management firms, entrepreneurs, and business owners. TriState Capital Private Bank provides a high level of client-driven service with specialized lending and deposit products.

exitdecisions.com

Frank Michel is the founder of Exit Decisions, a specialized consulting practice designed to help business owners understand the “If, When, & How” of selling their business.

messalaw.com

Tom Sweeney concentrates his practice in complex personal injury cases including premises liability, toxic tort, medical malpractice, products liability and other catastrophic injury cases. He has practiced before trial and appellate judges in both state and federal courts, and has represented clients before the American Arbitration Association.

wislerpearlstine.com

Andrew R. Freimuth is a member of Wisler Pearlstine’s Municipal Law and Real Estate, Zoning and Land Development practice groups. He has extensive experience in real estate, land use, municipal law, and zoning matters, representing individuals, businesses, institutions, municipalities, and nonprofit groups.