Henry B. Leader*
Mr. Leader was one of the founding members of Stock and Leader. Prior to his retirement, he practiced in the area of general civil law, with an emphasis on estate planning, estate administration, and business law. The Community Foundation is proud to have called Mr. Leader a friend.
Jon C. Countess*
Mr. Countess was an attorney whose experience included Estate and tax planning/compliance; Probate administration; Trust administration; Business, land, and asset acquisition and sales; Leases and general business contracts; and Family transition/succession planning.
W. Bruce Wallace
Retired, Stock & Leader, LLP
John W. Stitt
Stitt & Stitt Attorneys at Law
Mr. Stitt’s practice emphasizes the preparation of Wills and related estate planning documents, as well as the administration and settlement of the estates of deceased individuals.
Thomas M. Shorb
Stock & Leader, LLP
Mr. Shorb is Chair of the firm’s Estate Practice Group. He works in the areas of wills, trusts, estate planning, and estate administration.
John J. Shorb
Stock & Leader, LLP
Mr. Shorb is an attorney with the firm in its estate and business departments. He has extensive experience in representing small to medium size businesses in business succession matters, and has lectured to numerous church and community organizations on estate planning.
Harry J. Rubin,
Barley Snyder LLC
Mr. Rubin is a partner in the firm and concentrates his practice on federal and state taxation law and estate planning and administration.
John D. Miller, Jr.
MPL Law Firm, LLP
Mr. Miller is Managing Partner. His practice concentrates on estate planning, business and real estate law, commercial litigation and municipal law. He also advises clients on business formation, estate planning, and wealth transfer. He has specialized knowledge through years of practice in multi-generational estate planning for agribusinesses.
Steven M. Merrick
Reinsel Kuntz Lesher LLP
Mr. Merrick is a Partner, Small Business Services group. He specializes in employee benefit plans, and serves a wide variety of industries including engineering, construction, manufacturing, distribution and condominium associations.
G. Steven McKonly
G. Steven McKonly, PC
Mr. McKonly’s practice covers trusts, corporate and municipal law, probate, and real estate.
J. Ross McGinnis
Stock & Leader, LLP
Mr. McGinnis is of-counsel to the firm and practices in the areas of real estate and estates litigation, eminent domain, and estate planning and administration.
Clermont Wealth Strategies, a division of Fulton Bank N.A.
Ms. Klahold is in the field of relationship management.
Ream, Carr, Markey & Woloshin
Mr. Kagen’s practice focuses on the area of individual and corporate taxpayer representation, small business representation, estate planning and administration, and real estate.
Cynthia A. Dotzel
Baker Tilley Virchow Krause, LLP
Ms. Dotzel is a CPA in the company and provides tax and accounting services to small and medium-size businesses, as well as tax planning and preparation for individuals. In addition, she is proficient in the areas of estate planning and preparation of estate tax returns, and providing accounting and tax services to physicians and medical practices.
Wells Fargo Advisors
Mr. Bowen is First Vice President – Investment Officer with Wells Fargo Advisors.
Retired, CGA Law Firm
Mr. Boustead served as the Community Foundation’s first Legal Counsel from 1992 until his retirement from CGA Law Firm in 2002. He provided exemplary legal services, guiding the organization through its Revitalization Initiative as it grew from a $1M organization to a $25M community foundation.
Mr. Boustead painstakingly established corporate structures and restated corporate documents which were necessary to guide the Foundation toward a modern system of procedures and operations. And, he spend countless hours carefully and skillfully explaining these procedures and operations, as well as the role of a community foundation in supporting and promoting charitable activity in the York community to trust institutions, attorneys, and the Orphans’ Court, while enabling unrestricted transfers of trust funds from fiduciary institutions and others.
James K. Bergdoll
Mr. Bergdoll provides accounting, tax, and financial services for small and medium size businesses, their owners, and their families.
William B. Anstine
Anstine & Sparler
Mr. Anstine is an attorney with expertise in the ares of personal injury; wills and estates; real estate; business law; and municipal law.