Professional Advisor Recognition Society
At the Lehigh Valley Community Foundation (LVCF), we recognize that professional advisors—attorneys, accountants, and wealth managers — play an essential role in helping clients achieve their charitable goals. Together, LVCF and the advisory community provide clients with trusted guidance, flexible giving options, and lasting community impact.
What is LVCF’s Professional Advisor Recognition Society?
The Professional Advisor Recognition Society (PARS) at the Lehigh Valley Community Foundation is a special recognition program that honors and celebrates trusted professional advisors who have guided their clients to partner with LVCF in meaningful ways.
By introducing their clients to the Foundation, these advisors have helped establish charitable funds, plan future gifts, and design philanthropic strategies that reflect their clients’ values and legacy goals—building a stronger, more vibrant Lehigh Valley through lasting philanthropy. Recognition in the Professional Advisor Recognition Society acknowledges the partnership between LVCF and the advisory community and underscores the importance of charitable giving as part of comprehensive financial and estate planning.
Current Members of the PARS (alphabetical by columns):
Anthony P. Beltrami, Esq.
Fitzpatrick Lentz & Bubba, P.C.
Christopher W. Betley, CPA
Buckno Lisicky & Company
Kathryn Brown, CFP®, ChFC®, CAP®
Morton Brown Family Wealth
Timothy J. Duckworth, Sr., Esq.
Mosebach, Funt, Dayton & Duckworth, P.C.
Marilee Falco, CFP, ChFC
CW Advisors
Michael Fischer, CLU, ChFC
Client 1st Financial
Antonia Grifo, Esq.
Attorney at Law
Judith A. Harris, Esq., LL.M, AEP®
Norris McLaughlin, P.A.
Alfred (Ted) Douglass IV, CFP®, CIMA®, CPWA®
Merrill Lynch Wealth Management, The Douglass Group, Merrill Lynch, Pierce Fenner & Smith, Inc.
Kevin Karpuk, CFA
Cornerstone Advisors Asset Management, Inc.
Dolores Laputka, Esq.
Norris McLaughlin, P.A.
Edward J. Lentz, Esq.
Fitzpatrick Lentz & Bubba, P.C.
Buddy Lesavoy, Esq.
Lesavoy Butz & Seitz LLCs
Stephen Link, CAP®
Cornerstone Advisors Asset Management, LLC
Robert V. Littner, Esq.
Littner and Littner Law Office PLLC
Robert Livingston, CFP
One Financial Services
Emilio “Jack” Morrone, CPA, CFP®, PFS®
One Financial Services
Dennis C. Morton, Jr. CFP® and ChFC®
Morton Brown Family Wealth
R. Nicholas Nanovic, Esq.
Gross McGinley, LLP
David M. Osborn, CLU, ChFC, CRPC
The Osborn Group at Morgan Stanley
Tyler J. Papaz, AIF®
Cornerstone Advisors Asset Management, LLC.
Sally L. Schoffstall, Esq.
Schoffstall Elder Law
Susan C. Schupp, MBA
Magellan Financial, Inc. of Heirloom Wealth Advisors, Wells Fargo Advisors Financial Network
Laurie A. Siebert, CPA, CFP®, AEP®
Valley National Financial Advisors
Graham Simmons III, Esq.
Norris McLaughlin, P.A.
Joel Steinman, Esq.
Grim, Biehn & Thatcher
David W. Wolff, CLU
Kressler, Wolff & Miller
J. Marshall Wolff, CIC
Kressler, Wolff & Miller
ASK Maureen| Ask me how the Community Foundation can help you and your clients create a lasting legacy and make a difference in the community….
Maureen Connolley Wendling, CAP®
Director of Donor Initiatives
Lehigh Valley Community Foundation
810 W. Hamilton Street, 310, Allentown, PA 18108
610 351-5353 or email: Maureen@lvcfoundation.org