About Us
Objectives
Calendar
Speaker Handouts 
Education 
Specialties/Professions
Officers
Members
Become Member
Contact Us

Attorney Robert G. Alexander is the President and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin and

"Of Counsel" to Gonzalez, Saggio & Harlan, LLP, a highly respected national law firm with offices located in major cities throughout the United States. He earned a B.A. in English from the University of Wisconsin-Madison, J.D. from the University of Wisconsin‐Madison Law School, and an LL.M. in Taxation from DePaul University.

Mr. Alexander entered into private practice in 1978 and concentrates his practice in the areas of domestic and international wealth transfer, asset protection and family business planning, including federal estate and gift taxation; trust and estate administration; fiduciary income taxation; life insurance planning; retirement planning; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils (NAEPC). He is AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards. See Full Bio

CHRISTINE PILCH

Christine Pilch is a partner with Grow My Company. She comes from a solid background in sales and marketing and is one of social media's early adopters. Her speaking and training covers various social media marketing techniques including LinkedIn, Facebook, Twitter, blogging, YouTube, and various efficiency tools. She is the co-author of a book called, "Understanding Brand Strategies: The Professional Service Firm's Guide to Growth ' and author of numerous positioning, branding, and social media articles. Grow My Company helps businesses find their niche in their market and use their unique skills to bring in business. It also trains clients in the use of social media to extend and enhance their brand, thereby opening up new potential business channels.

Charles N. Leach, III

Charles Leachheads the Berkshire Bank's investment group, managing over $700 million in assets. Chuck is a graduate of ColbyCollege with a BA in Government, including a year at the Institute for European Studies, in Vienna, Austria. He holdsan MBA from the Peter F. Drucker Graduate School of Management at Claremont Grauate University. Prior to Berkshire Bank, Chuck was a Vice President and Senior Portfolio Manager at TD BankNorth WealthManagement Group.

He also served as a Vice President at Innovation Capital Research, Inc. where he was a generalpartner and portfolio manager for The Telecosm Fund, LP and The Power Fund, LP.

ANDREA CHASEN, ESQ.  
Ms. Chasen, an experienced lawyer, has focused her work as a third party neutral for more than 20 years.  She has provided services in negotiation, consensus building, facilitation and mediation to domestic and international clients.  She teaches and coaches others in constructive conflict resolution.

DON GREENSTEIN, ESQ.
Mr. Greenstein has over 21 years of experience as an attorney, negotiator, mediator, and facilitator. His extensive experience involves complex multi-party negotiations on an array of topics.   He regularly mediates, teaches, coaches, and acts as an external ombud, in organizations and individuals throughout the country.

Joel M. White
Joel White is a 529 Specialist for John Hancock College Savings. He is responsible for sales growth and 529 savings plan education in ME, NH, VT, MA, CT, RI, and NJ. He started his career at John Hancock (Manulife) in April 2008, holds his 6 and 63 insurance licenses, and currently resides in Bridgewater, MA. Before joining John Hancock he was a registered representative for 4 years. Joel has been a 529 Specialist for almost 2 years. He has done many public seminars for clients, as well as continuing education for advisors/CPA's with the Advanced College Savings Concepts presentation. He also helped his territory to grow into the #1 territory in 529 sales for 2009 at John Hancock.

John M. Discenza, Esq.
Attorney John Michael Discenza is a principal in the Longmeadow firm of Martinelli Discenza, P.C., where he focuses his practice in the estate planning and estate administration areas, as he has for his 28 years of practice.

Attorney Discenza holds his undergraduate degree from Boston College, his J.D. degree from Suffolk University Law School, and his Master of Laws Degree in Estate Planning from the University of Miami School of Law.

Attorney Discenza has been a Fellow of the American College of Trust and Estate Counsel since 1992 and has been named a Massachusetts and New England “Super Lawyer” in the trusts and estates practice for four years running. Attorney Discenza served as an adjunct faculty member at Western New England College School of Law for 10 years, teaching in both the Juris Doctor and Masters of Laws programs. He is a frequent lecturer with various professional education and civic groups and has co-authored numerous estate planning and estate administration texts for practicing attorneys.

Attorney Discenza is a Past President of both the Estate Planning Council of Hampden County, Inc. and the Tax Club of Greater Springfield, Inc. and is a member of the Massachusetts and Florida Bars.