2024 Board of Directors

2024 Steering Committee Members

President

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

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
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

ASPPA Liaison
Jay Washington CEBS® RICP®
Eastern US Sales Director
LeafHouse
Phone: 724-513-6819
Email: jwashington@leafhouse.com

Grant Boyle, CFP®, AIF®
Kathmere Capital Management
435 Devon Park Drive, Suite 715,
Wayne, PA 19087
Phone: (Office) 610-989-3900 x 112 
E-mail: gboyle@kathmere.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
McCarter & English, LLP
600 Market Street
Suite 3900
Philadelphia, PA 19103
Phone: 215.979.3844    
E-mail: RKaplan@mccarter.com

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

Vanessa A. Rhoades
Kreischer Miller
100 Witmer Road, Suite 350
Horsham, PA 19044-2369
Phone: 215-734-0534
E-mail:vrhoades@kmco.com

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

Theodore Smith, Regional Vice President
E-mail: theodore.smith@ascensus.com
Phone: 215-779-2990

You can add navigation links to frequently accessed pages, or insert copyright and contact information so visitors can get in touch with you.

Powered by Wild Apricot Membership Software