Talk to an Expert
Want to speak to a current ESOP CEO about their experience?
Let us put you in touch with one of our volunteer companies. They are more than happy to share their stories and insight.
The Pennsylvania Center is proud to include the following companies in our volunteer network. Each of these firms has demonstrated the highest level of expertise in the Employee Ownership industry. For more information on any of the following topics, feel free to reach out to one of these experts!
- Griffin Financial Group, Reading, PA (Mark B. Russell, mbr@griffinfingroup.com)
- SES ESOP Strategies, Bala Cynwyd, PA (James Steiker, jsteiker@sesadvisors.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- Business Transition Advisors, Cranberry Twp, PA (Daniel Zugell, dzugell@bta.us.com)
- Trout CPA, Lancaster, PA (Michael Wolfe, mwolfe@troutcpa.com)
- Steiker, Greenapple & Fusco, Bala Cynwyd, PA (James Steiker, jsteiker@esoplegal.com)
- Stevens & Lee, Reading, PA (Edward Renenger, ecr@stevenslee.com)
- Barley Snyder, Harrisburg, PA (Drake Nicholas, dnicholas@barley.com)
- Fox Rothschild, Philadelphia, PA (Harvey Katz, hkatz@foxrothschild.com)
- Griffin Financial Group, Reading, PA (Mark B. Russell, mbr@griffinfingroup.com)
- Business Transition Advisors, Cranberry Twp, PA (Daniel Zugell, dzugell@bta.us.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- JP Morgan Chase, Philadelphia, PA (Eric Zaiman, eric.s.zaiman@jpmorgan.com)
- M&T Bank, Philadelphia, PA (Michael Post, mpost@mtb.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
- Univest Banking & Trust Co., Souderton, PA (John Duerksen, duerksenj@univest.net
- Citizens Bank, Harrisburg, PA (Jon Pogue, jon.pogue@citizensbank.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
Trout CPA, Lancaster, PA (Nicole Cradic, ncradic@troutcpa.com)
- Conrad Siegel, Harrisburg, PA (Janel Leymeister, janelleymeister@conradsiegel.com)
Principal Financial Group, Wayne, PA (Joseph Marx, marx.joseph@principal.com)
- Value Management, Jamison, PA (Edward Wilusz, eaw@valuemanagementinc.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- Trout CPA, Lancaster, PA (Michael Wolfe, mwolfe@troutcpa.com)
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- JP Morgan Chase, Philadelphia, PA (Eric Zaiman, eric.s.zaiman@jpmorgan.com)
- Merrill Lynch, Wayne, PA (Jeffrey H. Harvey, jeffrey_harvey@ml.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
Alpha Architect, Broomall, PA (Doug Pugliese, doug@alphaarchitect.com)
- Murray Securus, Lancaster, PA (Jeffrey S. Gelburd, jgelburd@murrayins.com)
- Capital Trustees, Harrisburg, PA (Rich Heeter, rich@captrustees.com), (Bret Keisling, bret@captrustees.com)
- Praxis Consulting Group, Philadelphia, PA (Linshuang Lu, linshuang@praxiscg.com)
- Interaction Dynamics Group, Hollidaysburg, PA (Kevin Sensenig, kevin.sensenig@interactiondynamicsgroup.com)