Julie’s practice focuses on serving individuals who are undergoing a transition in their life; such as divorce, retirement, new career, or have received an inheritance. She is committed to building a strong, lasting relationship with her clients by delivering goal-oriented results and exceptional client service. Julie truly enjoys building a strong relationship with her clients and working with them on every aspect of their financial life.
Julie is a Certified Divorce Financial Analyst ™ CDFA ®, awarded by The Institute of Divorce Financial Analysts. This credential is presented exclusively to individuals trained to provide advice and help individuals build a wealth management strategy that can address short term needs and long term objectives post divorce. After working with many individuals who have gone through a divorce, it became apparent that there was a need for a workshop that would provide advice from many divorce professionals to help guide clients through the process. Julie founded Transformation Tuesday in July, 2015, offering free, interactive sessions between guests and divorce experts.
Julie is the recipient of the Five Star Wealth Management award in 2015.
A dozen years ago, I found myself thrust into the world of divorce. When I was named defendant and served with a divorce petition, I realized I was at a loss. What followed was a five-year “battle” that convinced me there had to be an easier way. The family court systems are designed based on a good guy/bad guy mentality, leading to an expensive, frustrating, lengthy, and unsatisfying process. That five-year “battle” was also my “school of hard knocks.” I learned a lot of lessons, and learned them well.
Peg Calvario’s personal goals have taken her from running ten marathons to selling her family business and then forward to start a new professional career aligned with her passion to propel business leaders and emerging leaders through conscious communication in their work and thought leadership. Peg is dedicated to helping goal-driven professionals reach their goals faster and easier.
Peg possesses the leading credentials designated by the International Coach Federation and diverse professional education in Applied Positive Psychology, Vistage CEO Advisory Board Facilitation, and Outward Bound. She intently uses this experience to create a custom, goal-oriented plan for each professional she coaches and mentors.
Focus is placed on self-awareness, deep learning and generating results as opposed to telling a person what to do. The intended outcome is transformation, which improves business performance, enhances the quality of life and enriches relationships.
Lori is passionate about networking and continuously learns new ideas from others and shares her own experience to “pay it forward” no matter what your employment situation may be. She continuously meets with applicants of all generations to blend in today’s work force for a win-win situation for candidates and clients. She empathizes with individuals offering guidance to transition into new careers, as well as those entering the work force for the first time. Lori is a Montgomery County resident and lives locally with her husband, John, and daughters, Stephanie and Lindsey.
Lori joined The Carney Group in July 2011 with an extensive career from Prudential. During her tenure at Prudential she worked in the Life Insurance, Group Insurance and Property & Casualty work groups. She also benefited from learning about various environments which included a Sales Office, Corporate Office, Regional and Field Service Office. Lori developed expertise in Human Resource and Learning & Development, including Talent Management and Leadership Competencies for today’s work place.
Like many mothers, Pamela Elaine Nichols put the wants and needs of others first while ignoring her own. She discovered a practice for putting her health and happiness first. This discovery came as she resolved to settle deep hurts from her past that kept her feeling “not good enough”. Now, she shows other mothers how to discover that they are good enough for health, happiness and their heart’s desires.
Samantha J. Evian, J.D.
International Divorce Lawyer and Child Custody Attorney for the Main Line, Montgomery County, Pennsylvania and New Jersey
International Divorce Lawyer and Child Custody Attorney for the Main Line, Montgomery County, Pennsylvania and New Jersey. Samantha Evian’s practice concentrates on family law exclusively and represents clients in all aspects of their matrimonial matters. As an experienced divorce attorney, Ms. Evian understands and dedicates her career in representing clients in all aspects of matrimonial litigation and negotiation. She has extensive experience dealing with complex matrimonial matters such as international divorce, complicated marital estates, child custody and other domestic relations issues which are often challenging and emotional. She frequently represents clients who reside in the Philadelphia area, the Main Line, Montgomery, Delaware, Bucks and Chester counties and throughout Pennsylvania and New Jersey.
Ms. Evian was named to the list of “Pennsylvania Rising Stars” by Super Lawyers, a publication of Thomson Reuters which recognizes only 2.5% of attorneys. She has also been named in the Suburban Life and Philadelphia Life Magazines on the “Who’s Who” list of the Best Family Law Attorneys, and on the Top Attorney list.
I am an intuitive whose passion is to help you find your purpose and live on target with your soul’s destiny. I have a unique gift of being able to discern your essential nature and I can hear where you are in alignment with your highest purpose & your gifts and where you are carrying beliefs or energy that is NOT in alignment with your best life.
I have been studying mind, body & spirit medicine for over 30 years and I have been meditating for over 20 years. I am a Reiki Master & have been a Yoga instructor.
Lesley Katz, CPA, holds a Bachelor degree in Economics from Ursinus College, a Post Baccalaureate degree in Accounting from Arizona State University West, and a Certificate in Financial Planning from Temple University. She has spent her career serving in a number of financial and management roles aiding small businesses, international corporations, non-profits and institutions alike to maximize their opportunities in accounting, and planning.
Lesley maintains a CPA license in Pennsylvania, and CGMA and PMP certifications. She is a member of the AICPA and Personal Financial Services division, as well as the PICPA.
Kara Kessinger is the Private Client Tax Northern Leader with CliftonLarsonAllen. She has over 25 years of experience in public accounting and financial services. Prior to joining CliftonLarsonAllen, Kara was with a Big Four Accounting Firm.
Kara provides compliance and consulting services to senior corporate executives, in-patriot and ex-patriot individual taxpayers and high net-worth individuals. She has expertise in retirement planning, personal income planning, charitable planning and estate, trusts and gift tax planning. Kara also provides services to bankruptcy estates and private foundations.
Kara is a member of the American Institute of Certified Public Accountants (AICPA) where she is certified as a Personal Financial Specialist and serves on the 2013 – 2015 AICPA Personal Financial Planning Executive Committee and will serve on the 2015-2016 AICPA PFS Credentialing Committee. She is a member of the Philadelphia Estate Planning Council. She is a licensed Certified Public Accountant in Pennsylvania.
Kara received a Bachelor of Science in Accounting from Coker College, cum laude and a Masters of Taxation from the University of South Carolina.
Unlike many of my colleagues whose personal divorce experience led them to divorce coaching, divorce and relationship coaching found me. From my vantage point as a successful consultant, I decided to pursue coach training because of my fascination with the factors that enable some people to engage with and make change easily and leave others paralyzed and fearful.
In the course of my training as a coach, and already working with the Main Line Family Law Center Mediation firm, I was introduced to some breakthrough questions that challenged me to examine my own life in a way that was more honest and authentic than ever before. I opened myself up to a deep inquiry into my life—a life that had not felt entirely right for a long time. Through this process, and 16+ years into my marriage, I discovered that I was gay. I was also able to see that I had allowed myself to become disempowered in many ways and was not living in my strength.
When people ask me how I made it through the pain and challenge of making the change, I always acknowledge my support team as the most critical factor in being able to navigate this journey and emerge stronger and in a healthier place on the other side. We are not meant to travel this journey of life alone. Divorce Essentials and Companion Coaching is my response to the tremendous support and guidance I received and that I know is critical for anyone to be able to transform their life or relationship.
Ellen Morfei, mediator, conflict coach, owner of Progressive Conflict Solutions. I bring years of professional experience in conflict resolution and a broad skill set to the mediation table: the directness, analytical skills, and results-orientation of a successful global manager in a major corporation; the attention, empathy and tough love of a trusted friend; and the wisdom of a single parent with a mostly “good divorce” and shared custody of two teen boys for more than a decade.
Lenore M.J. Myers, Esquire
Attorney-Mediator at Main Line Family Law Center
Lenore M. J. Myers is a divorce and parenting mediator with the Main Line Family Law Center. She has been practicing law with a concentration in Family Law in southeastern Pennsylvania for the past 28 years. In addition to her role as mediator, she serves as custody conciliator for Montgomery County, PA family court. In this role, she assists families in reaching peaceful agreements to avoid their custody cases being resolved by judicial intervention.
Lenore is passionate about working with families and individuals transitioning through life changing events whether it be new marriages, separations, divorce, birth or custody issues. Her goal is to to help them obtain resolutions that will benefit the whole family and minimize conflict.
Lenore is a graduate of Villanova Law School and is a trained mediator in the area of Family Law, having received her certification from the National Center for Mediation Education.
Gail P. Roth, Esq.
Of Counsel, Bookspan Family Law
150 N. Radnor-Chester Road, Ste. F-200
Radnor, Pa 19087
Phone: 484-431-3959, ext. 4818
Areas of Practice:
- Pre-Nuptial and Post-Nuptial Agreements
- Co-Habitation Agreements
- Special Needs of Same Sex Couples
- Divorce Coaching
- Real Estate Transactions
- Wills and Estate Administration
- Notary Public
Attorney Gail Roth brings more than 30 years of combined legal and professional experience to the practice of Family Law. She conducts her practice with an understanding of the litigation process and its impact on the parties. With wide-ranging experience negotiating disputes, drafting agreements and preparing complex cases for trial, Ms. Roth believes strongly that her clients are best served by participating actively in their cases and engaging in decision making necessary to achieve outcomes that will enable them to move on with their lives. She also recognizes that in family matters a “winner take all attitude” is counterproductive to a healthy new beginning for her clients and their children.
Following graduation with honors from the Merrill College of Journalism at the University of Maryland, College Park, Ms. Roth attended law school at Temple University’s Beasley School of Law, receiving her J.D. in 1984. At Temple, Ms. Roth as a member of the Moot Court Board and Editor-In-Chief of The Jurist, the law school magazine. Ms. Roth was the admitted to the bars of Pennsylvania and New Jersey.
Looking to blend her many interests and experiences in and out of law, Ms. Roth trained as a Mediator in facilitative, evaluative and transformative mediation models because she believes that alternative methods to settle disputes are more efficient, collaborative and humane. Through her Family Law practice, she brings all her skills to assist clients and their families in transition.
Nancy’s areas of expertise include: counseling and providing treatment for: divorce/separation and break-up issues, infidelity, development of communication strategies focused on improving relationships in step-families/blended families or divorcing families, restructuring life following a loss of any sort or catastrophic event, managing a medical diagnosis/illness, and treatment for anxiety, depression, and stress.
Additionally, she is interested in working with adult “children” of divorce, identifying and managing the responses and identifying any residual impact from the experience. Nancy received her Master’s Degree and therapy training from the University of Pennsylvania. Her education, extensive nursing background and 20 + years experience as a therapist experience, have given Nancy a greater depth of understanding of life’s challenges.