ASPPA Benefits Council of Greater Philadelphia is a local chapter of ASPPA, the American Society of Pension Professionals and Actuaries.

The mission of the ASPPA Benefits Council of Greater Philadelphia is to provide affordable, local educational and networking events for our members. With the help of our corporate sponsors and direct affiliation with ASPPA National, we attract speakers who are industry specialists to help keep our members informed about current developments impacting employer-sponsored retirement plans. Our networking events enable members to interact with one another and our corporate sponsors in a professional but relaxed environment. We have a diverse membership base consisting of retirement plan professionals in all plan administration roles including: Third Party Administrators, ERISA attorneys, CPAs, actuaries, investment advisors, wholesalers, and others.

2025 Board of Directors

2025 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
Email: bdavies1210@gmail.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

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
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

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