Winter 2017 Newsletter

We appreciate the generosity and support of our sponsors.

Please click here to read about the various products and services our sponsors have to offer and please support them as they support our chapter and its members.



Bronze Sponsor


Associate Financial Planner with RTD Financial Advisors in Philadelphia.
Click here for more info and to apply.

Associate Financial Planner in Bucks County.  Click here for more info and to apply.  
We Need Volunteers!

Click here for a list of Committees.    
Follow FPA Philadelphia on Social Media!

To stay up to date on the most recent chapter events, news, and member info, please follow us now on Facebook and Twitter.  You
can find us at:

Twitter - @FPA_Philly
We hope to build into a forum to further engage our chapter members, so check us out and connect.

CFP® Members interested in writing articles for on a variety of personal finance topics.

Christopher R. Bertram, CISR
Professional Alliance Chair or 215-246-1162  
The Professional Alliance committee establishes strategic relationships with local allied professional organizations such as the Estate Planning Council, CFP® Board, and the CFA Society with the goal of promoting the value of partnering with the FPA and the financial planning profession.
Professional Alliance is actively looking for Members to join our committee. Involvement and time commitment may be as little or as much your availability allows. If you would like to learn more about Professional Alliance and have an interest in assisting with a partnership please contact me directly.
We value your membership and are continually looking for ways to enhance the benefits. Please feel free to drop me a note with any suggestions on partnering with like-minded organizations.

David Emery, CFP
Sponsorship Committee Chair or 215-348-9393

The Sponsorship Committee's objective is to partner with companies that have an interest in partnering with FPA Philadelphia's membership.  Our sponsors are integral to the success of the chapter.  We are looking for other committee members who would like to become more involved in the Chapter and help us to grow our Sponsorship Program. Any commitment level is welcome.  Please feel free to reach out to me for more information.

Tom Mesko
Membership Committee Chair or 215-863-8125 

The Membership Committee helps you with questions and comments concerning your membership with FPA.  If you know of someone interested in becoming a member of the FPA, have them contact the committee and we will help them.  If you are interested in connecting with other members of the FPA or are interested in serving on the committee please don't hesitate to contact me. 
Bill Love, CFP President
Message From Your Chapter President
Happy New Year!

It is an honor to serve as your incoming president. I am excited to continue to be a part of the board and to help make your membership experience a valuable one. The board had taken this very seriously since I have been involved as a leader.

Some of our proud accomplishments that I'd like to share with you are as follows:
  • A new website - We are putting the finishing touches on it and it should be live in a month or so
  • Social Media - Linked In, Facebook and Twitter
  • Offer speakers that speak to the new and experienced planners
  • Continued commitment to offer meeting variety such as study groups, Happy Hours, NexGen
  • Hosting meetings at different places such as eMoney, Union League and SEI
  • Career Day - continues to grow thanks to our partnership with Cindy Axelrod at Temple University
  • Also, increased partnerships with local universities offering a CFP® curriculum - St Joes, Temple, Delaware State and Widener - they are forming student chapters that will feed into our chapter and groom the next generation of planners and leaders of this organization.
There are much more to come, so stayed tuned.


 Jim McGowan, CFP®
 Education Chair 
 March 7 - Doylestown Study Group
 8:00-9:30 a.m. - Lite Breakfast
 One hour of CFP ® CE approved. 
 Click here for more info and to register.

 March 7 - NexGen Happy Hour
 5:30-7:00 p.m.
 Misconduct Tavern, 1801 JFK Blvd., Philadelphia
 Free to all members but pre-registration is required.
 Register here.

 March 16 - Quarterly CE Meeting
 11:45a.m.-3:15 p.m. - Lunch served.
 "Sustainable Spending for Retirement"
   Wade Pfau
 Two hours of CFP ® & PA Insurance CE approved.
 Click here to read more and to register.

 March 23 - Conshohocken Study Group
 7:30-9:00 a.m. - Lite Breakfast
 "Financial Planning for Foreign Nationals"
 Note:  No CE approved for this session.

 April 3 - FPA Night at Hope Lodge - Pro Bono Event   
 Click here for more info and to register.

 April 20 - New Member Breakfast

 April 22 - Financial Planning Day hosted by DE State   University.  Looking for volunteers.  Click here for  more info and to register to volunteer.

 May 3 - Conshohocken Study Group
 7:30-9:00 a.m.
 "Large Dollar Student Loans"
 One hour of CFP ®CE approved.

 May 17 - Spring Symposium at Penn State Great

 June 15 - Quarterly CE Meeting

 September 18 - Fall Retreat/Ethics/Golf Outing at 
 Radnor Valley Country CLub

 November 16 - Quarterly CE Meeting 

Welcome to our New Members!

Thomas Ahern, CFP®, Creative Capital Wealth Mgt.
Amy E. Baker, CFP®, Wells Fargo Advisors
Steven M. Cartun, Phi Finance
Stephen N. Cheifetz, CPA, CFP®
Jack Clark, Clark & Goshow Financial Strategies
Jarrad Clift
Richard C. Connor, CFP®
Timothy Doyle, The Vanguard Group
Bode Hennegan, Life Managers & Associates
Robert Miller, The Vanguard Group
Missy Pohlig
Andrew Pompe, AXA Advisors, LLC
Jacob Ruggles, CFP®, KMJ Financial Group, LLC
Nicholas W. Rygiel, CFP®, CRPC®, Merrill Lynch
Connor Sung, eMoney Advisor, LLC
Nickolaus von Dohlen, Crossgate Wealth Advisors
Marylou Wellbrock-Reeves, Thomas Mack Assoc.


Congratulations to the following members on their membership anniversary milestones.

35 Years 
Lynn S. Evans, CFP ®  
Patricia S. Feeney, CFP ®, CFA

30 Years 
Roseann H. Bove, CFP ®
20 Years 
George C. Bentley, CFP ®
Mitchell A. Welsch, CFP ®, CIMA, CRPS
15 Years 
Christopher J. Hackley,
Anna C. Hamilton, CIMC, CFP®
Charlotte A. Hartmann-Hansen, ChFC, CLU
William H. Kantner, ChFC, CLU
John A. Ungerman, CFP®  
10 Years 
Marilyn A. Banyai, CFP ®, CPA
Theodore F. Poatsy, CFP ®
William T. Reynard, CFP ®

5 Years 
Michele L. Ahwash, CFP ®  
Jeremy C. Brenn, CFP ®  
Megan DOnnelly, CFP ®, ChFC 
Steve P. Erfle, CFP ®, CDFA 
Barbara Ann Gross, CPA 
Kent T. Hickey, CFP ®  
Jonathan K. Kramer, CFP ®  
Todd A. Little, CFP ®  
Alan H. Mandeloff, CFP ®  
Danielle R. Page, CFP ®  
Thomas M. Riddle, CFP ®, CPA 
Barry A. Rucks, CFP ®  
Richard M. Welch 
Susan A. Whitesell 

Contact our Chapter Administrator Chris Stewart at 215-295-0729 or