Alan J. Fishman, CLU, CFP®, Shareholder
Alan J. Fishman is a CFP® and former CPA* who brings experience in public accounting, financial management** and insurance to his association with Yorktown Financial Group, Inc. He is also a Chartered Life Underwriter (CLU). Alan co-authored a textbook for veterinarians on practice management and has also co-authored several articles on retirement plans in the Journal of Accountancy.
Professional Affiliations: Alan is a member of the Philadelphia Estate Planning Council and the Financial Planning Association.
Education: Franklin and Marshall College, BA in Accounting, Attended the Johnson School of Management (Cornell University’s MBA program).
Personal: Alan lives in Lafayette Hill, PA with his wife and two daughters. He is an active member of his synagogue and involved in charitable activities.
Alan Fishman is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
*Tax advice and services are not offered. Please consult with your CPA for complete and accurate tax advice and services.
**Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
Howard M. Siegal, CPA, Shareholder
Howard M. Siegal co-founded Siegal & Drossner, PC, an accounting firm established in 1983. He received his Certified Public Accountant’s license in 1981 and has practiced accounting for over 25 years. His clientele includes real estate developers and managers, technology and telecommunications providers, and professional service businesses. Howard specializes in business and financial planning.*
Having passed the Series 6 and 63 securities exams, Howard Siegal is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
Professional Affiliations: Howard M. Siegal is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the Buxmont Society of Public Accountants.
Education: Penn State University, Bachelor of Science in Accounting and Business Administration.
Personal: Howard resides with his wife and three children in Elkins Park, PA and is involved with local community sports and charitable activities.
*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless other wise noted. Tax advice and accounting services are offered independently of Equity Services, Inc.
Kevin S. Drobnes, CPA, MST, Shareholder
Kevin S. Drobnes has been a partner in the accounting firm of Siegal & Drossner, PC, since January 2001 and has spent the majority of his career with Siegal & Drossner, PC, during which time he has provided auditing, accounting, business consulting and tax services to clients involved in telecommunications, professional services, real estate, franchising, entertainment, and various other industries.
Kevin’s experience includes consulting and advising clients on matters related to financing, financial projections, business organization, business dispositions and accounting systems. Kevin specializes in real estate consulting services including, but not limited to, acquisitions, sales, and tax-free exchanges. Having passed the Series 7 and 66 securities exams, Kevin is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania. He is also insurance-licensed in Pennsylvania.
Professional Affiliations: Kevin is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
Education: York College of PA, Bachelor of Science in Accounting Widener University, Master of Science in Taxation
Personal: Kevin resides in Conshohocken, PA. He serves on the Board of Trustees of the Melanoma International Foundation.
*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Siegal & Drossner, PC and all other entities and individuals referenced are independent of Equity Services, Inc. unless other wise noted. Tax advice and accounting services are offered independently of Equity Services, Inc.
