David Warren is Co-Founder, President, and CEO of Bridgeford Trust Company and a member of the Board of Directors and Trust Administrative Committee. He is an attorney with over 15 years of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra high net worth families across the nation and around the world.
Mr. Warren was recruited out of Barley Snyder, a large and prestigious Mid-Atlantic law firm, to join the Wealth Management/Trust Department of a large regional bank as a Vice President/Senior Trust Administrator. In this position, Mr. Warren worked extensively with wealthy families and individuals on a variety of trust and fiduciary issues. He subsequently transitioned his career to Bank of New York Mellon and later PNC Wealth Management where he worked exclusively and extensively with high and ultra high net worth families on various wealth management issues including asset protection and legacy planning.
Mr. Warren is very active in the community having served in leadership roles for many non-profit organizations over the years, including both the Lancaster Bar Association and Central Pennsylvania Estate Planning Council. He is a graduate of Leadership Lancaster and a member of Vistage International, the world’s foremost executive leadership organization, as well as a 2012 recipient of the prestigious “Forty Under 40″ award by the Central Pennsylvania Business Journal. Mr. Warren speaks throughout the country on modern and progressive U.S. trust law, is a lecturer for the PA Bar Institute (the continuing education arm of the PA Bar Association), and is a former adjunct professor at Harrisburg Area Community College where he taught courses in the business law and paralegal programs, such as Trust and Estates and Business Law.
Terry Harris is a member of the Board of Directors and Trust Administrative Committee for Bridgeford Trust Company. He is also a Certified Public Accountant and Principal at McKonly & Asbury, LLP.
Mr. Harris began his career at McKonly & Asbury and became the firm’s youngest partner at age 27. Mr. Harris quickly established himself as a recognized expert in the areas of real estate and affordable housing, building the firm’s practice in these areas from scratch to the one of the largest practice areas firm wide. Mr. Harris also works extensively with family businesses, high net, and ultra high net worth families providing sophisticated tax and consulting services. Mr. Harris led the firm as Managing Partner from 2003-2016. Under his leadership, the firm doubled in size, opened additional offices, made several acquisitions, and emerged as one of the largest and most prestigious accounting firms in Central Pennsylvania with a stellar reputation for serving the needs of family businesses, their owners, and families.
Mr. Harris is very active in the Central Pennsylvania Community, having held leadership board positions for a number of business and non-profit organizations. Mr. Harris is a member of the American and Pennsylvania Institutes of Certified Public Accountants. He is also a member of the Board of Directors for Capital BlueCross, serving as Chairman of the Audit Committee. Mr. Harris is active in PrimeGlobal, one of the largest associations of independent public accounting firms in the world, and recently completed service on the North American Board of Directors for six years. He also currently serves on the Board of Directors of several other community organizations. In addition, Mr. Harris is a past Chairman of the Central Pennsylvania Estate Planning Council.
Kurt Trimarchi is Executive Vice President of Strategic Operations with Bridgeford Trust Company and a member of the Board of Directors and Trust Administrative Committee. He is also a Certified Public Accountant and Managing Partner at McKonly & Asbury, LLP. Having previously served as a Tax Service Coordinator for the Mid-Atlantic Office of an international top four accounting firm, Mr. Trimarchi has over 20 years of broad domestic and international tax experience serving family businesses and high and ultra high net worth individuals and families across the United States.
Mr. Trimarchi transitioned his practice to McKonly & Asbury in 2003 and continues to provide sophisticated tax planning advice to many of the wealthiest families in the region. While at McKonly & Asbury, Mr. Trimarchi launched the Private Client Services Group which specializes in helping families protect, enhance, and transfer wealth and values. Mr. Trimarchi has worked extensively with trusts and fiduciary law throughout his entire professional career.
Mr. Trimarchi is very active in the community serving in various leadership roles and is a recipient of the prestigious “Forty Under 40” award by the Central Pennsylvania Business Journal. He is a member of the American and Pennsylvania Institutes of Certified Public Accountants as well as a member of the Corporate Board of Directors for Junior Achievement of Central PA. He is also an active member of Vistage International and the Elizabethtown College Family Business Center where he is also co-facilitator of the Center’s Generation Next which develops next generation leadership.
Todd Bernhard is Senior Trust Administrator with Bridgeford Trust Company and a member of the Board of Directors and Trust Administrative Committee.
Mr. Bernhard is a graduate of the University of South Dakota and the National Graduate Trust School. He is also a Certified Financial Services Counselor and a Certified Corporate Trust Specialist. In addition, Mr. Bernhard is a member of the South Dakota Governor’s Task Force on Trust Administration, Review, and Reform and is a past president of the Sioux Falls, South Dakota Estate Planning Council.
Linda Voller is a Trust Officer with Bridgeford Trust Company and a member of the Board of Directors and Trust Administrative Committee.
Ms. Voller administers trusts with full discretionary authority and works with the families and investment managers to adhere to the requirements of trust documents while also meeting the needs of the beneficiaries.
Ms. Voller holds an Associate’s Degree in Accounting from Bismarck State College, Bismarck, ND. She is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation.