MARIANNE FRESIA, CTFA, CFP®, Secretary

Marianne is a dual employee of Lee Bank and St. Germain Investments. She is a VP, Trust Officer at Lee Bank and a Financial Advisor with St. Germain Investments. She has been in banking since 2000 and in wealth management since 2010. In addition to serving on the EPCHC board, Marianne is also the Treasurer for the Berkshire County Estate Planning Council, she serves on teh Finance COmmittss for the Nonprofit Center of the Berkshries, and volunteers with the Money Management Program through Berkshire County Elder Services, Inc.  

JULIE QUINK, Treasurer

Julie is the managing principal of Burkhart Pizzanelli. She joined the firm in 2011 and has over 33 years of experience in public accounting and 3 years of private, corporate accounting experience.

Julie earned her Bachelor of Science degree in Accounting from Elms College. She previously worked 4 years for an international accounting firm and 16 years for a medium-sized local firm.

Julie is involved in the accounting and consulting aspects of the practice and manages engagements of various sizes and complexity. She also performs services relative to forensic and fraud-related engagements.

Julie is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Association of Certified Fraud Examiners. She is licensed to practice in the Commonwealth of Massachusetts and is a Certified Fraud Examiner.

Julie serves as a member of the Baystate Health Board of Trustees, Treasurer of the Quaboag Hills Chamber of Commerce, the Treasurer of the Square One, the Chairperson of the School Committee of Pathfinder Regional Vocational Technical High School, a member of the Finance Committee of the East Quabbin Land Trust, the Chairperson of the Board of Directors for Greater Springfield Senior Services, Inc., Treasurer of Hardwick Rescue & Emergency Squad, Inc. and Treasurer of the Estate Planning Council of Hampden County. She is an adjunct faculty in the MBA Accounting program at Elms College. Julie also serves as a Trustee of Monson Saving Bank.

Julie was a 2017 recipient of the MSCPA’s Women to Watch awards.

Julie enjoys spending time with her family, reading, playing golf, gardening and volunteering at various community organizations in her town.

EXECUTIVE BOARD MEMBERS

DAVID FEDOR, CFP®, CRPC®

David E. Fedor is the CEO of a boutique financial planning and investment firm that serves clients across the country. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor, David is committed to helping clients achieve the retirement they deserve. He excels in crafting and implementing risk-reduction strategies through investments as well as life & long-term care insurance products, ensuring his clients’ money lasts as long as possible.

David is an active member of the financial community, currently serving on the board of the Hampden County Estate Planning Council and previously on the board of the Greater Springfield Senior Services. He enjoys sharing financial planning tips with local high school and college students and volunteers with Junior Achievement and Springfield College. Additionally, he has participated in the Bryant University Idea Challenge, helping students launch startup businesses. David thrives on the challenge of developing personalized retirement plans that align with his clients’ goals. He takes pride in maintaining long-term relationships, often working with multiple generations within the same family. His practice operates primarily on a fee-based model, directly linking the success of Fedor Financial Group, LLC to the financial success of its clients. To provide exemplary service, David intentionally limits the number of clients he takes on. Individuals and couples with over $1,000,000 in investable assets are encouraged to explore whether Fedor Financial Group, LLC is the right fit for their financial planning needs.

KATIE McDONOUGH

Katie McDonough is a Partner at Hinckley Allen, she is a corporate and estate planning lawyer uniquely positioned at the intersection of business and family considerations. She serves as trusted counsel for a variety of clients, including construction companies, medical and professional service firms, and other family-owned businesses and non-profits across multiple states.

 

JACOB KOSAKOWSKI

Jacob Kosakowski is an associatee in Bulkley Richardson's Trusts and Estates practice group where he works with individuals in all areas of estate and gift tax planning, including the preparation of wills, trusts, durable powers of attorneys, health care proxies, real estate deeds, homestead exemptions, and related transactional work. He also provides legal guidance to individuals regarding estate administration and the probate process.

Jake is a member of the Massachusetts Bar Association and graduated University of Massachusetts, Amherst, B.A., summa cum laude, 2018.  He then wwent on to Suffolk University School of Law, J.D., 2022.

 

JOANNA BALLANTINE

 Vice President for Philanthropic Services for the Community Foundation of Western MA (CFWM). Joanna advises donors on charitable giving strategies and is a member of the Senior Team at the Community Foundation whose mission is to enrich the quality of life of the people of our region. Joanna and her team partner with professional advisors to work holistically with donors/clients including individuals, families, non-profits and businesses, as they strive to make a difference in the community and in their legacy and estate planning. Prior to the CFWM, Joanna was a financial planner & advisor with the Davis Financial Group, was Vice President for the Western Region of MA at The Trustees of Reservations and is formerly the Executive Director of the Harold Grinspoon Foundation. Joanna is a graduate of Hampshire College and has an MSW from the University of Maryland and resides in Amherst with her husband Clay and various pets.

 

Kelly Selkirk, CFP®, AIF®

Kelly Selkirk is a financial advisor with St. Germain Investments. She is a CERTIFIED FINANCIAL PLANNER™ and Professional and Accredited Investment Fiduciary®, she has met rigorous requirements in education, ethics, experience, and examination through completion of the Bryant University Financial Planning certificate. She is passionate about understanding clients’ needs and development of personalized financial plans to guide clients in reaching their goals.

Kelly holds an MBA from the Isenberg School of Management at University of Massachusetts, Amherst, as well as a Bachelor of Science.