Elder Law Management, Elder Law Planning Services

Mary Stanek is a financial advisor at Elm Capital Management LLC in Pittsburgh, PA, with 13 years of industry experience. She holds a Series 65 designation and has previously worked at West Chester Capital Advisors, Inc. She also serves as Chief Investment Officer at Eastern Financial Group, Inc. dba Elder Law Management. Outside of her investment roles, she is a document processing specialist at NPC Inc. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios and a combination of fundamental analysis, modern portfolio theory, and trading strategies, requiring client approval before transactions.

Ronald Jones is a financial advisor at Elder Law Management with over 30 years of industry experience. He holds a Series 63 designation and has worked at Elm Capital Management Inc. since 2020. In addition to his advisory work, Mr. Jones is the owner of Jones & Associates, P.C., a law firm specializing in estate and tax planning, and has served as an adjunct professor in the Business department at Penn State University since 1991. Elder Law Management provides supervisory, non-discretionary investment advisory services to individuals, trusts, estates, pension plans, and businesses, offering advice across various securities and tailoring portfolios to client goals and risk profiles. The firm integrates investment management with related professional services, including accounting, tax, and legal planning, distinguishing its service model from many peer firms.