Dedicated to the Private Pension System

2019 Board of Directors

2019 Steering Committee Members

President
Robert S. Kaplan, Esq., QPA, QKA
Cozen O’Connor
One Liberty Place
1650 Market Street, Suite 2800
Philadelphia, PA 19103
Phone: 215-665-2067
E-mail: RKaplan@cozen.com

Vice President / 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 

Secretary
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

Treasurer
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

Julie Altig, QPA, QKA, ERPA
Atlantic Pension Services, Inc.
511 Schoolhouse Road, Suite 400
Kennett Square, PA 19348
Direct: 610-925-5554 extension 105
Fax: 610-925-5563
E-mail: jaltig@atlanticpensionservices.com

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

Beth Davies, AIF®, CPC, ERPA
RTD Financial Advisors, Inc.
1820 Chapel Avenue West, Suite 160
Cherry Hill, NJ 08002
30 S. 17th Street, Suite 1620
Philadelphia, PA 19103
Phone: (215)557-3800
Email: BDavies@RTDFinancial.com

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 

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

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

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

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



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