Northcentral Pennsylvania Estate Planners Council
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The Northcentral Pennsylvania Estate Planners Council is a nonprofit organization committed to aiding and improving the process of careful and proper estate planning through continuing education opportunities, programming and social gatherings. Membership is comprised of individuals whose life work is in the area of estate planning and includes (but is not limited to) accountants, attorneys, educators, employees of financial institutions, financial planners, investment advisors, insurance agents, planned giving professionals, and valuation experts.

It's because of these members that we are able to continue through with our mission of providing fellowship and education among estate and financial planning professionals in the Northcentral Pennsylvania region.


 

A
Margarethe Aderhold
Muncy Bank & Trust Company
2 North Main Street
Muncy , PA 17756
Work: (570) 546-2211
Fax: (570) 546-7358

C
Robert M. Cellini
Parente Randolph, LLC
400 Market Street
Williamsport , PA 17701
Work: (570) 323-6023
Fax: (570) 323-9733

Michael G. Charles
Citizens & Northern Bank
90-92 Main Street
Wellsboro , PA 16901
Work: (570) 724-0263

Ronald E. Cioffi
Ameriprise Financial
932 Washington Boulevard
Williamsport, PA 17701
Work: (570) 322-1002
Fax: (570322-1102

Cindy Cohen
Bureau of National Affairs
Account Executive
6110 Berkshire Ct Wexford, PA 15090
Phone: 724-935-1918
Fax: 724-935-1619

Larry E. Coploff, Esq.
Coploff, Ryan & Welch
136 East Water Street
Lock Haven , PA 17745
Work: (570) 748-7771
Fax: (570) 748-7120

Susan R. Cortright
Susquehanna Trust & Investment Co.
48 Orchard Drive Shamokin Dam, PA 17876
Work: 570-743-4954 / 866-436-4347
Fax: 570-743-4963

Brenda K. Cowles
Wienecke & Verrastro PC CPAs
999 N. Loyalsock Avenue Suite D
Montoursville, PA 17754

Cherie L. Craft, CPA
Parente Beard, LLC
400 Market Street
Williamsport, PA 17701

Shane Crawford
M & T Bank
101 West Third Street
Williamsport , PA 17701
Work: (570) 327-2912

Robert Crockett
Crockett Financial Services
1421 East Third Street
P.O. Box 636
Williamsport , PA 17703
Work: (570) 322-1313
Fax: (570) 322-8796

F
William E. Fox, CFP
Vice President
Susquehanna Trust & Investment Company
48 Orchard Drive
Shamokin Dam, PA 17876

Work: 570-743-4955 / 866-436-4347

Fax: 570-743-4963

G
John J. Gallo Jr.
Vice President
Susquehanna Trust & Investment Co.
48 Orchard Drive Shamokin Dam, PA 17876
Work: 570-743-4960 / 866-436-4347
Fax: 570-743-4963

Robert Garrett
North Central Sight Services, Inc.
2121 Reach Road
Williamsport, PA 17701
Work: (570) 323 - 9401
Fax: (570) 323-8194

Lester L. Greevy, Jr., Esq.
5741 Route 87 HWY
Williamsport PA 17701
Phone: 570.435.2233
Fax: 570.435.2238

K
John F. Keene, Jr.
Planned Futures
2530 East Third Street, Suite6
Williamsport, PA 17701
Work: (570) 322-8407
Fax: (570) 322-4620

Wilfred Knecht, Esq.
McCormick Law Firm
835 West Fourth Street
Williamsport , PA 17701
Work: (570) 326-5131
Fax: (570) 326-5529

Ruth Kovich
307 Burley Ridge Road
Mansfield , PA 16933
Work: (570) 662-2716

David E. Kupinsky
Vice President
Susquehanna Trust & Investment Co.
48 Orchard Drive Shamokin Dam, PA 17876
Work: 570-743-4961 / 866-436-4347
Fax: 570-743-4963

M
James G. Malee, Esq.
310 East Third Street
Williamsport , PA 17701
Work: (570) 321-6112

Jeffrey A. Marshall, Esq.
Marshall, Parker & Associates
49 E. Fourth Street
Suite 200
Williamsport , PA 17701
Work: (570) 321-9008
Fax: (570) 321-9018

Daniel K. Mathers, Esq.
Mathers & Dincher
416 Pine Street
Williamsport , PA 17701
Work: (570) 326-5171

William Merrell
Parente Randolph
400 Market Street
Williamsport, PA 17701
Work: (570) 323-6023
Fax: (570) 323-9733

Ryan A. Miller
Edward Jones
1012 Washington Blvd
Williamsport, PA 17701
Work: (570) 329-3000
Fax: (877) 829-4207

Nancy G. Montanye, CPA
353 Pine Street , Suite 1
Williamsport, PA 17701
Work: (570)
322.1235
Fax: (570) 567-7185

Lori Moore, C.P.A.
Lori Moore CPA
1050 Broad Street, Suite 10
Montoursville, PA 17754
Work: (570) 368-1900
Fax: (570) 368-4700

Shelby Mulberger
Work: (570) 329-9338
Fax:(570) 329-9333

R
George I. Rodgers II, CFP
Vice President of Wealth Management
Financial Advisor
Morgan Stanley Smith Barney
175 Pine Street Williamsport, PA 17701
Work: (570) 322-6141 or 800-542-8005
Fax: (570) 327-5625

W
Kristine L. Waltz, Esq.
Elion, Wayne, Grieco, Carlucci, Shipman & Irwin, P.C.
125 East Third Street
Williamsport , PA 17701
Work: (570) 326-2443
Fax: (570) 326-1585

Sherry Watts
Director of Development
Susquehanna Health
1001 Grampian Boulevard
Williamsport , PA 17701
Work: (570) 320-7460
Fax: (570) 320-7467

Tammy Avery Weber, Esq.
Marshall, Parker & Associates
49 East Fourth Street
Williamsport , PA 17701
Work: (570) 321-9008
Fax: (570) 321-9018

Scott A. Weglarz
Penn Group Financial Services, Inc.
PO Box 9
Montoursville, PA 17754
Work: (570) 368-3002
Fax: (570) 368-8037

Scott A. Williams, Esquire
Williams & Smay
PO Box 3
Williamsport, PA 17701
Work: (570) 323-8568
Fax: (570) 323-1155

Jennifer Wilson
First Community Foundation of PA
330 Pine Street, Suite 401
Williamsport PA 17701
Phone: 570.321.1500
Fax: 570.321.6434

Levi Woodward, Esquire
McNerney, Page, Vanderlin & Hall
433 Market Street
Williamsport, PA 17701
Work: (570) 326-6555
Fax: (570) 326-3170

B
Rodney N. Bailey
Comprehensive Financial Group
705 Washington Blvd.
Williamsport , PA 17701
Work: (570) 322-4627
Fax: (570) 322-5388

Edward R. Barben
Sovereign Bank
Private Client Services
235 North Second Street
Harrisburg, PA
17101
Work:  (717) 221-3872
Fax:  (717) 236-690
7

Sonya Barclay
Hartman Financial Services
420 William Street
Williamsport, PA 17701
Work: (570) 326-2269
Fax: (570) 322.0916

Deborah Berrigan
Elder Care Solutions
PO Box 755
Williamsport , PA 17703

Candy Bower
Citizens & Northern Bank
130 Court Street
Williamsport, PA 17701
Work: (570) 601-6010
Fax: (570) 601-6038

Frank P. Brennan
Parente Randolph, P.C.
400 Market Street
Williamsport , PA 17701
Work: (570) 323-6023

Thomas B. Burkholder
Woodlands Bank
2450 East Third Street
Williamsport , PA 17701
Work: (570) 320-2467
Fax: (570) 327-1732

D

Gregory A Deck, C.P.A.
G.A. Deck & Associates, P.C.
PO Box 407
Montoursville, PA 17754
Work: (570) 368-7500
Fax: (570) 368-5500

Melissa M. Diehl
Bucknell University
Lewisburg, PA 17837

Robb Dietrich
Pennsylvania
College of Technology
One College Ave
Williamsport, PA
17701
Work: (570)320-8020
Fax: (570) 327-4531

James Dinsmore
999 N. Loyalsock Ave, Suite C
Montoursville, PA 17754
Work: (570) 368-1185
Fax: (570) 368-1554

E
Chip Edmonds
Lycoming College
700 College Place
Williamsport, PA 17701
Work: (570) 321-4347

H
T. Michael Hall
Janney Montgomery Scott
33 West Third Street, Ste 201
Williamsport, PA 17701
Work: (570) 326-5700

Gary T. Harris, Esq.
Rieders, Travis, Humphrey, Harris, Waters & Waffenschmidt
161 West Third Street
P. O. Box 215
Williamsport , PA 17701
Work: (570) 323-8711
Fax: (570) 323-4192

Sheryl Hoff
Finance Director
River Valley Regional YMCA
320 Elmira Street – 4th Floor
Williamsport, PA 17701
Work: (570) 323-7134
Fax: (570) 322-1699

Fred Holland, Esq.
Murphy, Butterfield & Holland, P.C.
442 William Street
Williamsport , PA 17701
Work: (570) 326-6505
Fax: (570) 326-0437

Barbara Hudock
Managing Principal
Hudock, Moyer & Associates
Penn Tower , Suite 100
25 West Third Street
Williamsport , PA 17701
Work: (570) 326-9500
Fax: (570)326-9577

L
Dawn M. Linn
Relationships Manager
First Community Foundation of Pennsylvania
330 Pine Street
Suite 401
Williamsport , PA 17701
Work: (570) 327-5087
Fax: (570) 327-5103

Douglas C. Loviscky
Loviscky & Associates
1500 West College Ave.
State College, PA 16801
Work: (814) 231-1391
Fax: (814) 231-2832

Eva Z. Lynn
Penn Group Financial Services, Inc.
912 Atherton Street
State College, PA 16801
Work: (570) 368-3002
Fax: (570) 368-8037

O
Thomas M. O’Connell
M&T Bank
101 W. Third Street
Williamsport, PA 17701

William V. O'Connor
Vice President
Susquehanna Trust & Investment Co.
48 Orchard Drive Shamokin Dam, PA 17876
Work: 570-743-4957 / 866-436-4347
Fax: 570-743-4963

P
David Panko
1790 North Atherton Street
State College , PA 16803
Work: (814) 237-2822

Matthew Parker, Esq.
Marshall, Parker & Associates
49 East Fourth Street
Williamsport , PA 17701
Work: (570) 321-9008
Fax: (570) 321-9018

Jason Phillips
Merrill Lynch
One West Third Street
Williamsport, PA 17701
Work: 570-327-6643 / 888-546-9980
Fax: 570-906-8053

S
Deborah E. Scott, CTFA
Executive VP & Sr. Trust Offi
Citizens & Northern Bank
90-92 Main Street
Wellsboro , PA 16901
Work: 1800-487-8784
Fax: (570) 265-9196

Stephen Sholder, Esquire
Raup, Wiley & Sholder
634 West Fourth Street
Williamsport, PA 17701

Christine Sleboda, CPA
Cascade Financial
427 Broad Street
Montoursville, PA
17754
Work:  (570) 368-5030
Fax:  (570) 368-5032

Joan Smith-Reese
Animal Care Sanctuary
PO Box A
East Smithfield, PA 18817
Phone: 570-596-2200
Fax: 570-596-2222

Julieanne Steinbacher, Esq.
Steinbacher Law Firm
413 Washington Blvd.
Williamsport , PA 17701
Work: (570) 322-2077
Fax: (570) 745-7212

Z
John Zurich, Esquire
Casale & Bonner, P.C.
33 West Third Street, Suite 202
Williamsport, PA 17701
Work: (570) 326-7044
Fax: (570) 326-7610