Front row (left to right):
     Gary Levin, Inv. Mgmt Operations Coordinator
     Diane Eidell, Client Coordinator
     Harry Scheyer, Principal Member

Back row (left to right):
     Jeff Metz, Principal Member
     Pat Dranchak, Office Operations Administrator
     Kevin O'Conlon, Portfolio Information Specialist
     Elaine Cantarella, Financial Planning Associate

Not Shown:
    Danielle Rothberg, Financial Planning Analyst
     Sally Velez, Administrative Assistant

Graduating from Temple University in 1969, PFA cofounder and partner Harry Scheyer received his CPA certification for Pennsylvania and New Jersey in 1975. Seven years later, he attained certification as a Certified Financial Planner (CFP^®) from the College for Financial Planning, Denver, Colorado. In 1997 Harry became an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning.

During his career, Harry has worked with a number of prestigious firms, including E. I. DuPont de Nemours and KMPG Peat Marwick. In 1986, he founded his own CPA firm, specializing from the beginning in tax, accounting and personal financial planning.

Harry is one of only 24 financial planners nationwide to be profiled in The Financial Planner: A New Professional, by Loren Dunton, who is widely regarded as the “father of financial planning.” “I take pride in working with clients in all stages of financial life,” says Harry in an excerpt from the article. “Every individual client provides a unique challenge and opportunity to be of important service.”

Joining Harry is PFA partner Jeff Metz. Since graduating from Case Western Reserve University in 1980 with a degree in Chemical Engineering, Jeff worked with Dallas based Diamond Shamrock, providing capital investment and energy usage analysis services.

While in Dallas, Jeff worked with a many different specialties. Eventually, he started his own firm, using corporate principles of finance to solve personal planning and investment problems for his clients.

Jeff returned to the Philadelphia area and received his certification in 1988 as a certified financial planner from the College of Financial Planning in Denver. In addition to teaching small business planning at a local college, Jeff has developed curriculum materials for investor education. Medical Economics magazine has named Jeff as one of the “Best Financial Advisors for Doctors.”

In 1997 Jeff became an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning. Jeff is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association.

Elaine Cantarella, EA
Financial and Tax Planning Associate / Ext. 226
E-mail: elainec@pfacentral.com

Elaine assists in preparing financial planning reports. She also does client tax planning, preparation and research. Elaine has a BS in Accounting from Rowan University in Glassboro, NJ. Elaine is an Enrolled Agent, able to practice before the IRS. In June 1999, she successfully completed the College for Financial Planning's CFP Professional Education Program. She has worked for the company since 1988.

Call Elaine for help on tax-related questions and notices. She can also help you with Quicken questions.

Danielle Rothberg, CFP^®
Financial Planning Analyst / Ext. 233
E-mail: danieller@pfacentral.com

Danielle analyzes data for financial plans. She is also involved in special projects for financial planning and client education. Danielle has a BS in Finance and Human Resource Management from the University of Maryland.  She has attained certification as a Certified Financial Planner (CFP^®) from the College for Financial Planning, Denver, Colorado. designation.  Danielle joined PFA in 2007.

Gary Levin, CPA
Investment Management Operations Coordinator / Ext. 225
E-mail: garyl@pfacentral.com

Gary assists with portfolio design, investment analysis, and allocation strategies. He also supervises the maintenance of the investment management and monitoring systems. Gary has a BS in Accounting from Pennsylvania State University and is a Certified Public Accountant and an Accredited Asset Management Specialist. He joined the company in 1991.

Call Gary for help on new investment transactions, and your current balances and positions in advance of your brokerage statement. He can also help you with questions about fees that are charged by Schwab and information about the security holdings of a particular mutual fund.

Kevin O'Conlon
Porftolio Information Specialist / Ext. 227
E-mail: kevino@pfacentral.com

Kevin works with our investment management and monitoring systems handling transaction entry, account reconciliation, client reporting, and investment purchases. He also assists in the maintenance of the computer network. Kevin has worked as an assistant controller to a pension plan administrator and also has extensive computer and computer network experience. Kevin joined PFA in 1999.

Call Kevin for help on investment reports and previous brokerage account transactions, cost basis information, and trading questions.
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Pat Dranchak, RP
Office Operations Administrator / Ext. 222
E-mail: patd@pfacentral.com

Pat coordinates business operations. She is responsible for database management, technology research, and special client projects such as the newsletter, e-mail, and all group communications. Pat handles billing and collections. She serves as PFA's webmaster and My Files administrator. Pat also works in the areas of estate planning and elder issues. She obtained her BA in Sociology from Elms College in Massachusetts. Pat is a Registered Paraplanner and holds a general paralegal certificate and a paralegal specialty certificate in elder law. She joined PFA in 1997.

Call Pat for help on any billing and payment questions. She can also help you with any questions about pfacentral.com and My Files.

Diane Eidell, RP
Client Coordinator / Ext. 228
E-mail: dianee@pfacentral.com

Diane coordinates all client account services. She assists Harry and Jeff in obtaining, processing and coordinating all necessary information for financial plan implementation and client meetings. She also works with our investment management and monitoring systems and oversees the process for the establishment and maintenance of new and existing investment accounts. Diane is a Registered Paraplanner and Notary Public. She has been with PFA since 1993.

Call Diane for help with inquiries about cash transactions, balances, checks, account transfers, and application information.

Sally Velez
Administrative Assistant / Ext. 221
E-mail: sallyv@pfacentral.com

Sally assists the staff in a wide range of administrative tasks in the areas of investment management, client services, office operations, and special projects. She brings over 15 years of experience in the trust and wealth management arena to PFA. Sally graduated from the Pennsylvania Bankers Association Central Atlantic School of Trust, Investments and Relationship Management in 2001. She is a Notary Public. Sally joined PFA in 2007.

Call Sally should you need to schedule an appointment or need copies of documents, statements, or if you cannot reach Harry or Jeff.