speaker Bios
Steve Potts, Herr, Potts and Potts
A key focus of Steve’s legal practice is helping families navigate the tricky legal territory of special needs-related issues. His knowledge in this area comes from years spent in his practice working on special needs trusts as well as guardianships and powers of attorney; a background directly informed by experience with his own special needs family members. Steve grew up in West Chester, Pennsylvania. He received his B.A. from Franklin and Marshall College in 1999. He received his J.D. from the University of Pittsburgh School of Law in 2002.
Steve’s active involvement in the local special needs community includes creating the Kokua Network app for special needs families, as well as his current position of President of the Board of Directors for the Arc of Chester County. Previously, he has served on the Kencrest Services Board in Blue Bell, Montgomery County, as well as the Board of Bournelyf Special Camp in West Chester. Steve lives in West Chester with his wife Julie and their three children, as well as his brother Tom, an adult with Down Syndrome.
Pat Bergmaier, Chartered Special Needs Consultant, 1847 Financial
Pat is a Certified Financial Planner and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the frame-work for making financial decisions that will help achieve their lifetime and legacy planning goals. Pat is also a Chartered Special Needs Consultant, which gives Pat the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, a core focus of his practice.
Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA and holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. He is involved with supporting many special needs organizations such as Ascend, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA. He also sits on the Advisory Board of the American College Center for Special Needs. He resides in Downingtown with his wife and daughters.
A key focus of Steve’s legal practice is helping families navigate the tricky legal territory of special needs-related issues. His knowledge in this area comes from years spent in his practice working on special needs trusts as well as guardianships and powers of attorney; a background directly informed by experience with his own special needs family members. Steve grew up in West Chester, Pennsylvania. He received his B.A. from Franklin and Marshall College in 1999. He received his J.D. from the University of Pittsburgh School of Law in 2002.
Steve’s active involvement in the local special needs community includes creating the Kokua Network app for special needs families, as well as his current position of President of the Board of Directors for the Arc of Chester County. Previously, he has served on the Kencrest Services Board in Blue Bell, Montgomery County, as well as the Board of Bournelyf Special Camp in West Chester. Steve lives in West Chester with his wife Julie and their three children, as well as his brother Tom, an adult with Down Syndrome.
Pat Bergmaier, Chartered Special Needs Consultant, 1847 Financial
Pat is a Certified Financial Planner and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the frame-work for making financial decisions that will help achieve their lifetime and legacy planning goals. Pat is also a Chartered Special Needs Consultant, which gives Pat the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, a core focus of his practice.
Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA and holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. He is involved with supporting many special needs organizations such as Ascend, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA. He also sits on the Advisory Board of the American College Center for Special Needs. He resides in Downingtown with his wife and daughters.