Philadelphia Estate Planning Council

Board of Directors

2019 - 2020 Board of Directors


President

Scott Isdaner, CPA, JD
Isdaner & Company LLC
610-668-4200


Vice President

Andrew J. Haas, Esq.
Blank Rome LLP
215-569-5479


Treasurer

Eric Hildenbrand, CFA
Coho Partners
610-981-4444


Secretary

James Revels
KPMG LLP
267-256-1641


Immediate Past President

J.R. Burke, CLU, ChFC, CFP®
Perspective Financial Group, an Alera Group Company
610-854-0035

Directors - Terms Expiring 2020


Christopher Borden, CFP
Stedmark Partners at Janney Montgomery Scott LLC
215-665-6296


Jill R. Fowler, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.
610-940-4181


Thomas R. McDonnell
Andersen 
215-664-0361


Erin McQuiggan
Royer Cooper Cohen Braunfeld LLC
484-362-2637

Directors - Terms Expiring 2021


Jacklynn Barras
BNY Mellon Wealth Management
215-553-2546


Scott Lillis
BNY Mellon Wealth Management
215-553-6908


Josh Niles
Haverford Trust Company
610-995-8719


Stephanie Sanderson-Braem
Stradley Ronon Stevens & Young, LLP
856-414-6356

Directors - Terms Expiring 2022


Fareeha Arshad
Glenmede Trust Company, N.A.
215-419-6152


Leanne Evans
Alex. Brown
215-854-1510


Glenn A. Henkel
Kulzer & DiPadova, P.A.
856-795-7744


Tim Zeigler
Kamelot Auction House
215-815-4983

Directors - Terms Expiring 2023


Richard Bell
Planning Capital Management Corp.
856-482-8700


Rachel Gross, Esq.
Jewish Federation of Greater Philadelphia
215-832-0572


Julie Olley
Brinker Capital
610-640-6850


Alan Weissberger
Hirtle, Callaghan & Co.
610-943-4229

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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