Alex graduated with his Bachelors in Finance from Pitt and holds his Masters in Financial Services from Saint Joseph's University. Alex is also a CERTIFIED FINANCIAL PLANNER ™ professional.  He assists with the implementation and maintenance of client financial plans.  Alex enjoys meeting...

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David T. Siegel is the founding attorney of Law Office of David T. Siegel, Esq., LLC, an Estate Planning, Special Needs Planning, and Elder Law firm located in Newtown, Pennsylvania.  David is licensed to practice in Pennsylvania and New Jersey, and he is a member of the American Bar Association, the Pennsylvania...

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Richard L. Newman has been a practicing attorney for over 30 years. Richard specializes in Elder Law and Special Needs Planning.His practice is devoted to serving some of the most vulnerable members of our society and the families that are caring for them.  He is currently a member of the National Academy of Eld...

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A Partner in the Personal Wealth, Estates and Trusts Practice, Russell Fishkind focuses his practice on high net worth estate planning, business succession planning, family office consulting, estate administration and probate litigation. Prior to joining the Firm, Russell served as Chair of the Trusts & Estates Te...

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