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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.

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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
Jessica Chominski
Financial Advisor
Stonecrop Wealth Advisors
West Chester, PA
St. Agnes Parish
West Chester, PA
610 712 2815
jchominski@stonecropadvisors.com
Alvin Clay
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
Principal
Wealth Advisory Group
Wayne, PA
St. Katharine of Siena Parish
Wayne, PA
610 225 1000 x 2351
craft@wagadvisors.com
Colin Devlin, Esq.
Partner
Lex Nova Law
Philadelphia, PA
St. Rose of Lima Parish
Hadden Heights, NJ
267 792 3342
cdevlin@lexnovalaw.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
Timothy 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.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
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
Managing Director
McCloskey Financial Group
Wayne, PA
St. Monica Parish
Berwyn, PA
610 502 5312
maureen@mccloskeyfg.com
Joseph M. Mangini, Jr.
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
Financial Planner
Equitable Advisors
Bala Cynwyd, PA
Sacred Heart Parish
Bridgeport, PA
610 660 4281
William.murley@equitable.com
Theresa Murtagh, Esq.
Murtagh Brothers
Newtown Square, PA
St. Mary Magdalen
Media, PA
610 496 7390
Tmf98irish@yahoo.com
Bryan Pecherek
Financial Advisor
New Britain Financial Advisors
Chalfont, PA
St. Agnes Parish
West Chester, PA
215 996 3778
bryan.pecherek@lpl.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
Jack 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.com
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