2023 Board of Directors

2023 Steering Committee Members

President

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 

Secretary
Beth Davies, AIF®, CPC, ERPA
RTD Financial Advisors, Inc.
30 S. 17th Street, Suite 1620
Philadelphia, PA 19103
Phone: (215)557-3800
Email: BDavies@RTDFinancial.com 

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

ASPPA Liason
Jay Washington CEBS® RICP®
Client Relationship Manager, Northeast Region
Registered Representative
Voya Financial Partners, LLC
Voya Financial®
230 Park Avenue, 13th Floor
New York, NY 10169
Phone: 724.513.6819
Email: jay.washington@voya.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

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

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 

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

Nicole Offerman, AIF®, QKA®, CPFATM 

RTD Financial Advisors, Inc.
30 S. 17th Street, Suite 1620
Philadelphia, PA 19103
Phone: (215)557-3800
Email: nofferman@rtdfinancial.com

Paul Protos
Principal
ATR, Inc.
660 American Avenue, Suite 105
King of Prussia, PA 19406
Phone: 610-994-7442
E-mail: pprotos@atrlink.com

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

Jeanne Schanzenbach, QPA, CPC, ERPA
Limestone Pension Associates, L.L.C.
1407 Foulk Road, Suite 100
Wilmington, DE 19803-2755
Phonel: 302.472.3961
E-mail: Jeanne Schanzenbach

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