Chairman/Immediate Past President

Paula C. Nangle, CFP^® (2007)

The Marshall Financial Group
33 West Court Street
Doylestown, PA 18901
Phone: (215) 348-9393
Email: [email protected] or [email protected]

President

Richard Durso, CFP^®, AEP^® (2011)

RTDFinancial Advisors
30 S. 17th Street, Suite 1620
Philadelphia, PA 19101
Phone: (215) 557-3800
Fax: (215) 557-3814
Email: [email protected]

Secretary

Kevin Coughlin, CMFC^®, AAMS^® (2011)

TD Ameritrade
Phone: (484) 423-3431
Cell: (267) 355-4740
Email: [email protected]

Treasurer

Erik Evans, CFP^® (2014) (12/31/15)

GoalQuest LLC
1055 Westlakes Dr., Suite 300
Berwyn, PA 19312
Phone: 484-602-5941
Fax: 484-602-5942
Email: [email protected]

Pro Bono

Frederick Lawrence Helmick, Jr., CFP^®, CPA, MST (2014) (12/31/15)

Helmick and Company
1717 Arch Street, Suite 3940
Philadelphia, PA 19103
Phone: (215) 207-9430
Fax: (215) 207-9451
Email: [email protected]

Education/Programs

Peter J. Gutekunst, CFP^®, CLU (2012) (12/31/14)

Gute Financial Services (Raymond James Financial Services)
500 Office Center Drive, Ste. 400
Fort Washigton, PA 19034
Phone: (267) 513-1820
Email: [email protected]

President-Elect

Vincent R. Barbera, CFP^® (2009)
Newbridge Wealth Management
1055 Westlakes Drive, Ste. 300
Berwyn, PA 19312-2410
Phone: (484) 393-1255
Fax: (610) 727-4001
Email: [email protected]

Sponsorship Development

Nick Maningas (2013) (12/31/14)

Division Mgr., Home Equity Conversion Lending
Lincoln Mortgage Company
105 Fairfax Court
Phoenixville, PA 19460
Phone: (610) 832-0666 Ext. 224
Cell: (610) 202-7847
Email: [email protected]

Study Groups

Kraig Null (2013) (12/31/14)

Managing Director
Wealthcare Solutions LLC
P.O. Box 150
Ardmore, PA 19003
Phone: (610) 491-9288
Email: [email protected]

Government Relations

Nick Maningas (2013) (12/31/14)

Kevin Coughlin, CMFC^®, AAMS^® (2011)

Membership

Christopher Bertram, CISR (2011) (12/31/13)

Marsh Private Client Services
Two Logan Square
Philadelphia, PA 19103
Phone: (215) 246-1162
Email: [email protected]

Professional Alliances

William Love, CFP^® (2007)

The Marshall Financial Group
33 West Court Street
Doylestown, PA 18901
Phone: (215) 348-9393
Email: [email protected]

Media Relations/Marketing/Social Media

Steven J. Krzywicki, Jr., CFP^®

Financial Advisor
Krzywicki, McGrory & Associates
101 W. Elm Street, Suite 610
Conshohocken, PA 19428
Phone: (610) 943-3117
Fax: (484) 533-6601
Email: [email protected]

Sameer Somal, CFA, CFP^® (2012) (12/31/13)

4251 Lynn Circle
Doylestown, PA 18901
Phone (202) 276-7589
Email: [email protected]

NEXGEN

Rachel Moran (2014) (12/31/15)

Associate Financial Planner
RTD Financial Advisors
30 S. 17th Street, Suite,. 1620
Philadelphia, PA 19103
Phone: (215) 557-3800
Fax: (215) 557-3814
Email: [email protected]

Career Development

Benjamin F. Cummings, Ph.D., CFP^®

Erivan K. Haub School of Business
Saint Joseph’s University
Phone: (610) 660-2239
Email: [email protected]

Directors-At-Large

David Hoyer, CFP^® (2012) (12/31/13)

Hoyer Financial Services
369 Ramsey Road
Yardley, PA 19067
Phone: (215) 321-6515
Fax: (215) 321-6515
Email: [email protected]

Sanjay K. Pawar, CFP^® (2012) (12/31/13)

Ameriprise Financial Services, Inc.
101 W. Elm Street, Ste. 6210
Conshohocken, PA 19428
Phone: (610) 940-1740
Email: [email protected]

Chapter Administrator

Chris Stewart
P.O. Box 38
Fairless Hills, PA 19030
Phone: (215) 295-0729
Fax: (215) 295-3652
Cell: (215) 620-4772
Email: [email protected]

Conference Call Dial-In Info:

1. Dial 1-712-775-7200
2. Enter Code 800145 followed by the # key

Website Maintenance

Debbie Yarosh
(484) 680-8334
[email protected]

Newsletter Editor

Chris Stewart
[email protected]

Bookkeeper

Julie Downs
[email protected]