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INVESTMENT ADVISOR REPRESENTATIVES

 

Smeraldo (Smitty) Torchia 

Smitty is the president, and chief financial and portfolio manager for Elder Law Management. He has over 30 years experience with financial and investment firms and is responsible for the design and implementation of investment portfolios for our advisory clients. He attended American University for economics and completed his degree at the University of Pittsburgh. He has worked for Merrill Lynch in their New York Offices and Smith Barney and A. G. Edwards in Pittsburgh, before joining Elder Law Management in 1994.

Kenneth E. Summit

Ken practices with both our investment advisory and tax groups. Ken came to Elder Law with a diverse business background, having worked in industry as an audit manager with Westinghouse and Allegheny Technologies, the CPA firm of KPMG and as a controller for Rome Metals. Ken is a cum laude graduate of the University of Pittsburgh having majored in accounting, business and economics and has obtained a number of professional designations including Fraud Examiner and Internal Auditor. Ken is registered as an Investment Advisor Representative.

G. Scott Sweeney 

Scott is a graduate of Edinboro University and has more than 30 years experience in the financial services industry having worked for Equitable and Prudential Financial Services before joining Elder Law in 2001. He is an Investment Advisor Representative.

Ronald S. Jones

Ron is the Chairman of Elder Law Management and it's General Counsel. In addition to his practice as an Attorney, he is a registered Investment Advisor Representative . See Bio below.

 

ACCOUNTING & TAX

 

Joseph M. Beck

Joe is an accounting graduate of Robert Morris University. He serves as Elder Law Management's Controller and manages the income tax practice, which includes planning and compliance for individuals, corporations, trusts and other business entities. He is a principal in the firm.

David Jeon

David is a recent addition to Elder Law Management's Tax and Estates Group, after having worked for the CPA firms of Hebb and Company and McGrath and Associates. He has also worked for H&R Block as a Tax Preparer and as an instructor at the Computer Science Institute. David is an enrolled agent of the I.R.S. and is currently studying for his securities license in order to work with Elder Law's Investment Advisory Group. David has both a Masters and a Doctorate in Business Administration.

Kim Muller

Kim is a graduate of Penn State University and manages Elder Law's Pension Planning Group. With over 25 years of experience, she is responsible for pension administration and design of employer and individual plans. Her staff also serves as the Human Resource Department for companies without such resources.

Reanna L. Kosmar

Reanna is an accounting graduate of Robert Morris University and serves as office manager and senior tax accountant. In addition to income tax compliance for our clients, she is the lead person responsible for federal and state inheritance tax matters, including any related probate matters. Her work is essential in the distribution of estates from one generation to the next.

 

LEGAL AND ADMINISTRATIVE SUPPORT STAFF

Ronald S Jones

Ron is a graduate of Duquesne University and New York University School of Law. He holds both a law and a Masters degree in taxation. He also attended the accounting certificate program at Northwestern University and is an adjunct professor at Penn State University. He began his career in Chicago as a tax lawyer for Marathon Oil and United States Steel. He returned to Pittsburgh to work for the law firm of Klett Rooney in their Tax and Estates Group (currently Buchanan Ingersoll Rooney). He specializes in Estate and Tax Planning for individuals and businesses, and has authored various tax and business articles for the Pennsylvania Bar Institute.

 

Jeremy Tennent

Jeremy Tennent is the new addition to our legal staff recently graduating with a Master's Degree in Business Administration from the Kelly School of Business, and a Law Degree from the Maurer School of Law, of Indiana University, Bloomington, Indiana. He has worked as a law clerk in the prosecutor's office in Greene County, Indiana and in the Civil Litigation Department with the Indiana State Attorney General's office. Jeremy also has a distinguished service career as an officer (Captain and Major) in the Armed Services (Army), having been stationed in Kandahar, Afghanistan, and is still a member of the local reserves. We are proud to have Jeremy working in our Litigation and Business Planning Groups.

 

 

Richard (Mark) Mogerman

Mark manages the firm’s practice in Fort Lauderdale, Florida, concentrating his practice in Estate, Trust, Probate Litigation and Real Estate Law.  He has most recently served as General Counsel to Grand Prix Raceway and the Six Flags Entertainment Group in Florida.  He is a graduate of the University of Pittsburgh, migrating to Florida after law school.

 

William C. Pell

Bill is the manager of our Morgantown, West Virginia Office having joined the firm in 1992. He has more than 35 years experience in the financial services industry, having worked for the Equitable and Guardian Life Insurance Companies.  He attained his certified financial and estate planning certificates through the American College.

 

Penny S. Mahoney

Penny is our senior paralegal responsible for overseeing the preparation of the firm's estate plans for its clients, including asset and real estate transfers. She also oversees the paralegal team in the delivery of client services. She is a graduate of the Bradford School of Business and is a commissioned notary public.

Chelsea Steck

Chelsea has worked in our estate-planning group since her graduation from the Bradford School of Business. She is an important communication bridge between attorney and client regarding Estate and Trust Administration and in the pressurized area of Medicaid Planning where she interfaces with the County Assistance Offices. Her experience and training enable her to offer a friendly, helpful voice to assist clients with a wide range of questions and concerns

Diana L. Deer

Diana is a graduate of Indiana University and is responsible for firm marketing and communications. She also serves as the contributing editor of Elder Law Management's quarterly newsletter, i.e., "Elder Law News & Report".

Toni Giordano

Toni is a secretary and receptionist for Elder Law Management. She is generally the first person to greet you at the office or by phone. She has worked for various midsize Pittsburgh Law firms over the past twenty years and is extremely helpful in getting you to the right person regarding your legal, tax, and or investment advisory questions.