Dedicated to the Private Pension System

2018 Board of Directors

President
Maria Hurd
Belfint, Lyons & Shuman, P.A.
1011 Centre Road, Suite 310
Wilmington, DE 19805
Phone: 302-225-0600
Fax: 302-225-0625
E-mail: Maria Hurd

Immediate Past President / Sponsorship Co-Chair
Jeanne Schanzenbach, QPA, CPC, ERPA
Limestone Pension Associates, L.L.C.
1407 Foulk Road, Suite 100
Wilmington, DE 19803-2755
Phonel: 302.472.3961
Fax: 302.479.8810
E-mail: Jeanne Schanzenbach

Treasurer
Robert S. Kaplan, Esq., QPA, QKA
Ballard Spahr LLP
1735 Market Street, 51st Floor
Philadelphia, PA 19103-7599
Direct: 215.864.8417
Fax: 215.864.8999
E-mail: Robert S. Kaplan

Secretary
Ken Marblestone, Esq.
The MandMarblestone Group, LLC
Cira Centre
2929 Arch Street, Suite 600
Philadelphia, PA 19104
Phone: 215-222-5000
Fax: 215-222-5522
E-mail: Ken Marblestone

Vice President of Programming
Kevin Falcone, ERPA, QPA, QKA
N.A. Falcone & Associates, Inc
Eight Neshaminy Interplex, Suite 107
Trevose, PA 19053-6931
Phone: 215-639-9099
Fax: 215-639-9108
E-mail: Kevin Falcone

Membership Chair

Joe Boyle
BPAS Plan Administration & Recordkeeping Services
3401 Masons Mill Road, Suite 601, Huntingdon Valley, PA 19006
Phone: 267-948-1615
Email: JBoyle@bpas.com

ASPPA Liaison
Wesley T. Stohler, CPC, QPA, QKA
Associated Benefit Planners, Ltd.
215 West Church Road, Suite 200
King of Prussia, PA 19406
Phone: 610-687-5504
E-mail: Wes Stohler 



Amira A. Adams, CRPS®, CPFA, PPCTM
RTD Financial Advisors
30 S. 17th Street, Suite 1620
Philadelphia, PA 19103
Direct: 215.557.3800
Fax: 215.557.3814
E-mail: Amira Adams

Michael DeHaven, CPA
Ranier & Company
2 Campus Blvd # 220
Newtown Square, PA 19073
Phone: 610-353-4610
E-mail: Michael DeHaven

Andrew Dugery, CRPS®, AIF®
Wealth Advisory Group, Inc.
1055 Westlakes Drive, Suite 130, 
Berwyn, PA 19312
Phone: 800.332.5465
E-mail: Andrew Dugery

Peter Gulia
Fiduciary Guidance Counsel
504 22nd Street
Philadelphia, PA 19146
Phone: 215-732-1552
E-mail: Peter Gulia 

Dave Reid, MAAA, FCA Principal
The Savitz Organization, Inc.
1845 Walnut Street
Philadelphia, PA 19103
Phone: 215.825.4038
Fax: 267.800.1658
Email: Dave Reid

Stephen H. Rosen, EA, MAAA, FCA, FSPA
F T I Consulting 
Phone856.427.6834 
E-mail: Stephen Rosen

Christine Russell
TD Ameritrade
Phone:
E-mail: Christine Russell



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