WEALTH PLANNING
ROSTER
Corporate
Stephen S. Pappaterra (Philadelphia)
Managing Director of Wealth Planning
B.A., Rutgers University; J.D., Rutgers University School of Law–
Camden
Mark W. Buxton (Cleveland)
Director of Wealth Planning
B.A., Bethany College; MBA, Kent State University; J.D.,
Cleveland-Marshall College of Law; CFP®; ChFC®; CLU®
Philadelphia/Southern New Jersey/Delaware
Jacquelyn Boyer (Philadelphia)
B.A., Cedarville University; J.D., LL.M. (in Taxation), Temple
University School of Law
Anne E. Davis (Philadelphia)*
B.S., Bucknell University; CFP®
Heather Flanagan (Blue Bell)
B.A., University of Nebraska at Lincoln; M.F.A., University of
California, Los Angeles; J.D., Creighton University School of
Law; LL.M. (in Taxation), University of Florida Levin College of
Law; CSPG CM;; TEP
Mark Hasenauer (Philadelphia)
B.S., Rutgers–Camden; J.D., Widener University School of Law;
LL.M. (in Taxation), Villanova University School of Law; CPA
Meaghan Hogan (Philadelphia)
B.A., Vassar College; J.D., Emory University School of Law;
LL.M. (in Taxation), Temple University School of Law
Leanna Johannes (Doylestown)
B.S., Indiana University; J.D., Widener University School of Law;
ADPA®
Gregory Klipstein (Philadelphia)
B.A., Temple University; J.D., LL.M. (in Taxation), Temple
University School of Law
Emily Klopsic (Philadelphia)*
B.S., Grove City College; CFP®
WEALTH PLANNING ROSTER
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Jennifer A. Messa (Wayne)
B.A., Chestnut Hill College; J.D., California Western School of
Law; LL.M. (in Taxation), Temple University School of Law
Mary-Noelle Rasi (Philadelphia)
B.F.A., B.A., Wilkes University; J.D., Rutgers University School
of Law–Camden; LL.M. (in Taxation), Temple University School
of Law
Joanne Shallcross (Philadelphia)
B.S., University of Pittsburgh; M.S,N. (Nursing), University of
Pennsylvania; J.D., Widener University School of Law
Risa Stolker (Philadelphia)
B.A., George Washington University; M.A., Columbia University;
CFP®
Lisa Susanto (Philadelphia)
B.S., Trisakti University at Jakarta; MBA, Drexel University;
CFP®
William C. Whitmore III (Wilmington)
B.S., Drexel University; CFP®; RICP®
Central Pennsylvania/Northeast Pennsylvania
Benjamin A. Fenicle (Lancaster)
B.S., University of Delaware; M.T. (in Taxation), Villanova
University; CFP®
Julia Foley (Camp Hill)
A.A., Freeman Business School State University of New York;
CFP®
David Matchett
(Scranton/Bethlehem/WilkesBarre/Stroudsburg)
B.A., Villanova University; MBA, Pace University; J.D., Seton Hall
University School of Law; LL.M. (in Taxation), New York
University School of Law; CPA
Laurence J. Mroz (State College)
B.S., Pennsylvania State University (Erie); CPA; CFP®
New Jersey
Megan Brozowski (Millburn)
B.A., St. Lawrence University; CFP®; CDFA™
Devin Cohen (Bergen)
B.A., State University of New York (Binghamton); J.D., American
University
Daniel S. Donofrio (Bergen)*
B.S., Lehigh University
Mitchell A. Feingold (Red Bank)
B.S., Montclair State University; CFP®; CTFA; CTCP
WEALTH PLANNING ROSTER
3
Paul J. Gaudio (Princeton)
B.S., Duquesne University; M.S. (in Taxation), Fairleigh Dickinson
University; CFP®; ChFC®
Ludmila K. Golad (Bergen)
B.A., New York University; J.D., Fordham University School of Law;
AEP®
Mary Ellen Hancock (Bridgewater)
B.A./B.S., Montclair State University; M.S. (in Taxation), Fairleigh
Dickinson University; CFP®
Joseph Hernandez (Millburn)*
B.A., Rutgers University – New Brunswick
Anthony Viducic (Millburn)
B.A., New York University; J.D., St. John’s University School of
Law; LL.M. (in Taxation), Villanova University School of Law
Greater Maryland
John Cogar (Baltimore)
Greater Maryland Wealth Planning Director
B.A., DePauw University; J.D., LL.M., Boston University; Fellow,
American College of Trust & Estate Counsel
Allison Brill (Baltimore)
B.A., Wake Forest University; J.D., Georgia State University
Lisa H.R. Hayes (Baltimore)
B.S., Guilford College; MBA, J.D., University of North Carolina
School of Law; CPA
Clay T. Henry (Delmarva)
B.S.M.E., United States Naval Academy; MBA, University of
Pennsylvania – The Wharton School; CFP®
Michael Moloney (Baltimore)
B.A., University of Vermont; CFP®
Kenneth L. Pittman (Annapolis)
B.A., University of Maryland; M.A.S., Johns Hopkins University;
M.S., College for Financial Planning; CFP®; ChFC®; CLU®
Bryan Tracy (Baltimore)*
B.A., Brown University; CFP®
Greater Washington
J. Max Barger (McLean)
B.A., Indiana University; J.D., MBA, Regent University School of
Law
Celandra Deane-Bess
(District of Columbia)
B.S., Wharton School of Business, University of Pennsylvania;
MBA, Booth School of Business, University of Chicago; CFP®
Keri Hughes (Bethesda)
B.A., Catholic University; CPA; CFP®
Linda Landry (Hampton Roads)
B.B.A., University of Texas – Pan American; CFP®; AEP®; ChFC®
WEALTH PLANNING ROSTER
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Sarah Campbell Soriano (Bethesda)
B.A., New York University; J.D., Pepperdine School of Law
Elizabeth Kim Wei
(District of Columbia)
B.S., Miami University; J.D., George Mason University School of
Law; LL.M. (in Taxation), Georgetown University Law Center
Kevin Ta (McLean)
B.A., George Mason University; CFP®; CTFA
North Carolina
R. James (Jim) Benedict, Jr. (Charlotte)
B.S./B.A., University of North Carolina at Chapel Hill; CPA; CFP®
Katherine E. Kraeblen (Raleigh)
B.B.A., University of Wisconsin; M.S. (in Taxation), University of
Wisconsin; CPA; CFP®
Georgia/Alabama
Bryan P. Koepp (Atlanta)
B.A., The College of Wooster (Ohio); J.D., The Ohio State
University College of Law; CFP®; TEP
Harvey A. Hutchinson III (Birmingham)
B.S., MBA, Auburn University; M.A., The University of South
Alabama; J.D., Regent University School of Law; LL.M. (in
Taxation), The University of Alabama School of Law; CFP®; CEBS;
CTFA
Florida
Jennifer J. Immel (Naples)
Florida Wealth Planning Director
B.A., Duke University; J.D., Fordham University School of Law;
LL.M. (in Taxation), New York University School of Law
Shelley Cabangon (Palm Beach)
B.A., University of Florida; J.D., New England Law – Boston; LL.M.
(in Taxation), Boston University School of Law
Marco Crespi (Ft. Lauderdale)
B.A., Queens College, City University of New York; J.D., Touro
College Law Center
Tanya M. Cutrone (Naples)
B.S., State University of New York at Geneseo; J.D., St. John’s
University School of Law
Louis (Drew) LaGrande (Tampa)
B.S., University of Central Florida; J.D., Nova Southeastern
University; LL.M. (in Estate Planning), University of Miami School
of Law
Scott Patterson (Orlando)
B.S., Pennsylvania State University; M.S. (in Taxation), University
of Central Florida
WEALTH PLANNING ROSTER
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Aaron Thiel (Sarasota)
B.A., University of Florida; J.D., University of Miami School of Law
Pierre M. Vogelbacher (Orlando)
B.A., University of Florida; J.D., Nova Southeastern University;
LL.M. (in Taxation), University of Miami School of Law
Pittsburgh
Theresa Malmstrom (Pittsburgh)
Pittsburgh Wealth Planning Director
B.A., University of Pennsylvania; J.D., University of Pittsburgh
John A. Battilana (Pittsburgh)
B.S., MBA, Robert Morris University; CFP®; CLU®
Joan M. Brennfleck (Pittsburgh)*
A.S. (Paralegal), Allegheny County Community College
Katherine R. Byrne (Pittsburgh)
B.S., J.D., Duquesne University; LL.M. (in Taxation), Boston
University; CPA
Kenneth Chapel (Pittsburgh)
B.S./B.A., Robert Morris University; M.S. (in Finance), Robert
Morris University; CFP®
Andrew Cipro (Pittsburgh)*
B.S., University of Pittsburgh
Gene M. Crescente (Pittsburgh)
B.S., MBA, University of Pittsburgh; J.D., University of Pittsburgh
Law School
Nicole A. Dorazio (Pittsburgh)*
B.S., Grove City College
Quinntarra Morant (Pittsburgh)
B.S., Duquesne University; J.D., Pittsburgh University School of
Law
Carol G. Murray (Pittsburgh)
B.S., Clarion University of Pennsylvania; J.D., Duquesne
University School of Law; CPA
Timothy Perkey (Pittsburgh
B.S., Indiana University of Pennsylvania; CFP®
Amanda L. Priebe (Pittsburgh)
B.S., University of Pittsburgh; CFP®
Matthew Pruitt (Pittsburgh)
B.S., Purdue University; CFP®
Lori Rodgers (Pittsburgh)
B.S., Pennsylvania State University; MBA, Duquesne University
Northwest Pennsylvania
Domini Allison (Erie)*
B.S., Pennsylvania State University; CRPC®
Mark B. Johnston (Sharon)
B.S., Westminster College; CFP®
WEALTH PLANNING ROSTER
Paul M. Taylor (Erie)
6
B.A., Mercyhurst College; CFP®
Ohio
Jennifer Chess (Cleveland)
B.S., John Carroll University; CFP®
Guy M. Clanton (Cincinnati)
B.A., Miami University; CPA; CFP®
Michael L. Dailey (Cincinnati)
B.S., University of Kentucky; CPA; CVA; CGMA
Amanda R. DeLong (Dayton)
B.S., Wright State University; CFP®
Thomas A. Doll (Cincinnati)
B.A., Miami University
Charles (Chuck) Grimm (Cleveland)
B.S., MBA, State University of New York at Buffalo; CPA; PFS;
CFP®
Michelle Hauslein (Dayton)
B.S., University of Toledo
Douglas Hicks (Akron/Youngstown)
B.S., The University of Akron; CPA; CFP®
James B. Perrine (Cleveland)
B.S., Purdue University; CFP®
Francine Price (Cleveland)
B.S., University of Dayton; MBA, John Carroll University
Scott M. Robbins (Toledo)
B.S., Michigan State University; J.D., Thomas M. Cooley Law
School
Erin M. Savage-Weaver (Cincinnati)*
B.S., University of Cincinnati
Jeffrey D. Smith (Columbus)
B.A., College of Wooster; CFP®
Eric D. Van Buskirk (Columbus)
B.A., Miami University; J.D., Capital University Law School
Sean M. Young (Cincinnati)
B.A., University of Cincinnati; J.D., University of Dayton School of
Law; LL.M. (in Taxation), John Marshall Law School
Kentucky
Steven C. Beck (Louisville)*
B.B.A., University of Kentucky; J.D., University Kentucky College
of Law
Jason L. Lee (Lexington)
B.S., California State University – Sacramento; J.D., University of
Kentucky College of Law; CPA
Laurie Beth Mc Tighe (Louisville)
B.S., Indiana University Southeast; J.D., University of Louisville
Brandeis School of Law
WEALTH PLANNING ROSTER
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Melanie McCoy (Louisville)
B.S., J.D., University of Kentucky College of Law; CTFA
Matthew D. Watkins (Louisville)
B.A., University of Louisville; J.D., University of Louisville Brandeis
School of Law; LL.M. (in Taxation), DePaul College of Law
Illinois / Milwaukee
Susan Baran (Milwaukee)
B.A., University of Wisconsin – Whitewater; M.S., University of
Wisconsin – Milwaukee; J.D., Marquette University Law School
Kathleen B. Christy (Chicago)
B.B.A., Abilene Christian University; CPA, CTFA
Adnan Khansur (Chicago)
B.A., University of South Florida; J.D., Nova Southeastern University
Kim M. Liva (Chicago)
B.S., Iowa State University; CFP®; ChFC®; CLU®; CTFA
Donna A. Marcacci (Peoria)
B.A., Augustana College; MBA, Illinois State University; CFP®
Missouri
Deborah Smiley (St. Louis)
B.A., J.D., University of Kentucky College of Law; CFP®
Indiana
Benjamin W. Campbell (Indianapolis)
B.A., Hanover College; J.D., DePaul University College of Law
Gary Dillman (Fort Wayne)
B.B.A., Indiana Institute of Technology; CFP®
Amy R. Hlavacek (Carmel)
B.A., M.S., Ball State University; CPA; CFP®
Kirk Loerwald (South Bend)
B.B.A., Texas Tech University; CFP®; ChFC®
Greg L. Pawlowski (Indianapolis)
A.B., MBA, Indiana University; J.D., Indiana University School of Law;
CPA; CFA®
Michigan
Randall Ackerman (Kalamazoo)
B.B.A., MBA, University of Michigan; CPA; CFP®; CTFA
Kylee Alvord (Kalamazoo)
B.B.A., MBA, Western Michigan University; CFP®
WEALTH PLANNING ROSTER
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Jo Anne Hinds (Grand Rapids)
B.A., Eastern Michigan University; J.D., Wayne State University
School of Law
Tracy L. Nixon (Detroit)
CFP®; CDFA®
Nazneen H. Syed (Lansing)
B.S./B.A., University of Massachusetts at Amherst; J.D., LL.M. (in
Taxation), Thomas M. Cooley Law School
* Serves as Associate Wealth Planner
** Serves as Associate Wealth Planner with Corporate Responsibilities
The PNC Financial Services Group, Inc. (“PNC”) uses the name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDICinsured banking products and services and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and uses
the name PNC Wealth Management® to provide certain fiduciary and agency services through its subsidiary, PNC Delaware Trust Company. Securities products,
brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and
member of FINRA and SIPC. PNC does not provide legal, tax or accounting advice and does not provide services in any jurisdiction in which it is not authorized to
conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act ("Act"). Investment
management and related products services provided to a “municipal entity” or “obligated person” regarding "proceeds of municipal securities" (as such terms are
defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
"PNC Wealth Management" is a registered trademark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
pnc.com/wealthmanagement
(As of September 2014)