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.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
Partner
Withum Smith + Brown CPA’s
Philadelphia, PA
St. Mary Magdalen
Media, PA
215 962 0108
cbramley@withum.comJessica Chominski
Financial Advisor
Stonecrop Wealth Advisors
West Chester, PA
St. Agnes Parish
West Chester, PA
610 871 2815
jchominski@stonecropadvisors.comAlvin Clay
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
Principal
Wealth Advisory Group
Wayne, PA
St. Katharine of Siena Parish
Wayne, PA
610 225 1000 x 2351
craft@wagadvisors.comColin Devlin, Esq.
Partner
Lex Nova Law
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
267 792 3342
cdevlin@lexnovalaw.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
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
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.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
Managing Director
McCloskey Financial Group
Wayne, PA
St. Monica Parish
Berwyn, PA
610 502 5312
maureen@mccloskeyfg.comJoseph M. Mangini, Jr.
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
Financial Planner
Equitable Advisors
Bala Cynwyd, PA
Sacred Heart Parish
Bridgeport, PA
610 660 4281
William.murley@equitable.comTheresa Murtagh, Esq.
Murtagh Brothers
Newtown Square, PA
St. Mary Magdalen
Media, PA
610 496 7390
Tmf98irish@yahoo.comBryan Pecherek
Financial Advisor
New Britain Financial Advisors
Chalfont, PA
St. Agnes Parish
West Chester, PA
215 996 3778
bryan.pecherek@lpl.comJoseph Stanton, Esq.
Attorney
Law Offices of Joseph P. Stanton
Jenkintown, PA
Immaculate Conception Parish
Jenkintown, PA
215 886 6780
jpstanton@stantonlegal.comJack Ziegler, CFP
Certified Financial Planner
Northwestern Mutual
King of Prussia, PA
Sts. Peter and Paul Parish
West Chester, PA
610 350 1552
Jack.zielger@nm.comContact Us to Learn More
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