In an effort to continually improve the services and solutions we offer to our select client relationships, we have created an Advisory Board comprised of clients, wealth planning professionals, and industry consultants for whom we have a great deal of respect. Feedback and suggestions from this board of individuals are seriously considered and often implemented into our practice in an effort to stay ahead of the ever-evolving needs of our clients.
Thomas Atkins
Tom is a regional consultant for Asset Mark Investment Services, Inc. He has over 35 years of experience providing practice management and asset management advice to professionals in the financial services industry. Tom’s company and its founders have partnered together with Ambrose Wealth Management and are an intricate part of how we manage client portfolios today.
James Beach
Jim is a retired Senior Executive VP and officer of Hercules Corporation, a specialty chemical corporation in Wilmington, DE. Jim brings an insightful perspective from his 40 years of experience in Corporate America and his personal interests in the financial markets.
Carl Gates, Esq.
Carl is the Mid Atlantic Practice Leader and Partner in Grant Thornton’s Family Wealth Planning practice. The FWP practice provides services in the areas of income tax planning, personal financial planning, and retirement and estate planning to business owners, entrepreneurs, executives, and high net worth families.
Prior to joining Grant Thornton, Carl was with KPMG, where he provided legal services to the High Volume Trust Tax Division. Carl was also responsible for the sales growth of Arizona Trust Bank while serving as Vice President and Sales Manager in their Wealth Management Group prior to joining KPMG. He also served as the High Net Worth Trust Officer for Fifth Third Bank, handling their largest and most sensitive relationships. Carl also served as Managing Partner for Carl Gates & Associates, P.C., a law firm specializing in Estate Planning for individuals and businesses.
Carl’s tax knowledge base coupled with his extensive experience in sales, legal, administration, executive management, and entreprenuership make him a value asset to our Board.
Peter Rodgers
Pete is a semi-retired business owner and entrepreneur in Chester County. He was a principle owner and sold his interest in D’Lauro and Rodgers in 2000 which is one of Philadelphia Pennsylvania’s largest new and renovation office “fitcut” construction companies and is enjoying his free time. Like all members of the board his willingness to contribute and interest in finance and markets brings him to the table as a valued client.
Kevin J. Ryan, LL.M.
Kevin is a partner in the Business Department at Montgomery McCracken. He concentrates his practice in matters concerning taxation, trusts, estate planning and administration, business transactions, and healthcare law. He has represented clients before the IRS in audits, appeals and trials, before the U.S. Tax Court and the Federal District Court. Mr. Ryan received his J.D. and LL.M. degrees from Villanova School of Law. Mr. Ryan is a member of the Chester County and Pennsylvania Bar Associations and is a past president of the Exton Chamber of Commerce.
Duke Schneider, Esq.
Mr. Schneider is a partner at MacElree Harvey. Duke concentrates his practice in estate planning and administration, corporate law and taxation. He is also a licensed insurance agent in Pennsylvania, with widespread experience in insurance and retirement planning. He is also Of Counsel to the Milford, Pennsylvania based firm of Weinstein, Schneider, Kannebecker & Lokuta.
Duke is a frequent lecturer to professional organizations, advisors and individuals on estate, tax and business planning. He is a contributing author to two recent estate planning books: Legacy: Plan, Protect and Preserve Your Estate and Generations: Preserving Your Legacy.
David Halpern Esq.
Dave is currently president of Equity Concepts Incorporated, a wealth planning Investment Company with offices in Altoona, PA and Richmond, VA. He is a “former” managing partner of the law firm of Jubelirer, Carother, Krier & Halpern where he served as general council for many of his central Pennsylvania business and professional corporate clients. He specialized in succession and estate planning, and also has extensive experience in medical malpractice, mediation, commercial litigation, and eminent domain. Dave graduated from Dickenson School of Law in 1965 and prior undergraduate degrees from Penn State. He is a member of the Bar Association of Pennsylvania and served as chairman of the Supreme Court of Pennsylvania Disciplinary Board in 2000 and 2001. He was also an assistant attorney general from 1966-1969.
Dave Halpern’s recent transition in 2003 from the practice of law to the wealth planning profession brings insights and experience to Ambrose Wealth Management Board of Advisors.
The members of our Board are not compensated by Ambrose Wealth Management and do not possess any decision-making authority with respect to our firm.
|
