The workshop will include presentations by highly qualified professionals.
Jean Biesecker, JD, MSW
Four Tower Bridge
200 Barr Harbor Drive
West Conshohocken, PA 19428
Jean Biesecker is a solo practitioner with a family law and dispute resolution practice primarily serving clients in Montgomery and Chester counties. Jean has a dual-degree in law from the T.C. Williams School of Law and Master in Social Work from Virginia Commonwealth University.
Jean is passionate about creating opportunities for couples and families to talk together and explore the possibilities of directing their futures and the future of their children in a mutual, decision-making process. A key component of her practice has been Mediation since 1997, with the addition of Collaborative Law in 2010. Beginning in September 2015, she has devoted her practice to non-court resolution processes for resolving disputes, namely Mediation and Collaborative Law.
Jean is currently an Adjunct Professor at the University of Pennsylvania Law School’s Mediation Clinic.
Jean has been an affiliate member of Divorce Done Right since 2006 and a member of Collaborative Law Professionals of Southeastern Pennsylvania (CLP) since 2010.
Jean has been an approved Mediator in special education matters for the Commonwealth of Pennsylvania’s Office of Dispute Resolution since September 2011. She is currently a Facilitator for Montgomery County Court’s Friend of Court program in abuse matters. She was a Mediator for Montgomery (May 2002 to September 2015) and Chester Counties’ (May 2002 to 2012) court-connected custody mediation programs.
In addition to representing families in a range of matters related to separation and divorce, Jean has served as an advocate for children, parents and foster parents in the child welfare system. Jean has been a member of the Montgomery County Office of Children and Youth Multidisciplinary Team from June 2005 until September 2015, assessing and making recommendations for comprehensive coordinated treatment in the County’s child abuse cases.
Throughout her career, Jean mediated pre-EEO complaints for the U.S. Postal Service REDRESS Program and has training in elder mediation matters.
Jean is also a Parent Coordinator, serving as a Parent Coordinator for the Denver District Court in high conflict parenting matters.
Related to her mediation and collaborative law practice, Jean is a member of the International Academy of Collaborative Professionals; Dispute Resolution and Collaborative Law Committees of the Pennsylvania and Montgomery County Bar Associations, respectively; Association for Conflict Resolution; Pennsylvania Council of Mediators and Association of Family and Conciliation Courts. Jean has served as Co-Chair of the Montgomery Bar’s Collaborative Law Committee since 2012 and as Secretary and Executive Committee member of CLP in 2013 and 2014.
As an educator, Jean was a co-instructor for Denver-based Dispute Resolution Professionals, teaching a court-mandated parenting education class; trainer for Pennsylvania Child Welfare Competency-Based Training and Certification Program as well as the Pennsylvania Council Of Children, Youth And Family Services; and former adjunct faculty at James Beasley School of Law, co-teaching and supervising law students in a clinical custody mediation program.
Barbara B. Zulick
Zulick Law LLC
The Rectory at St. John’s
27 East Airy Street
Norristown, PA 19401
Barbara B. Zulick is the founder of Zulick Law LLC, located in Norristown, Montgomery County, Pennsylvania.
She is the Co-President of this practice group and Co-Chair of the Montgomery Bar’s Collaborative Law Committee.
Ms. Zulick focuses her practice on family law and estate planning and administration. She graduated from St. Lawrence University, cum laude, with a triple major in French, English and History of Art. She then received her J.D. degree from Temple University’s Beasley School of Law in 1976, her Estate Planning Certificate, cum laude, in 1995 and finally her Masters of Laws in Taxation in 1997, also from Temple.
Ms. Zulick is the co-author of two books for George T. Bisel, Pennsylvania Divorce Code Annotated and Pennsylvania Support Practice, which can be viewed at the firm’s website, www.zulicklaw.com and www.bisel.com.
Ms. Zulick is a member of the Montgomery, Chester, Philadelphia, Pennsylvania and American Bar Associations and their respective Family Law and Probate and Tax Sections. For two years, in 2004 and 2005, she chaired the Montgomery Bar Association’s Probate and Tax Section and previously, in 2001, chaired the Association’s Family Law Section.
In March 2010, Ms. Zulick participated in the Philadelphia Bar Association’s Exchange Program with the Lyon, France Bar Association. She spent the month at the Fidal firm in Lyon.
In addition to the two textbooks noted above, Ms. Zulick has authorized many articles and presented lectures on family law and trusts and estates, locally, statewide and nationally.
Michelle P. Tate, CFP ®
Boenning & Scattergood
Four Tower Bridge
200 Barr Harbor Drive, Suite 300
West Conshohocken, PA 19428-2979
Toll Free: 800-883-1212
Michelle Tate a Certified Financial Planner ™ * practitioner since 2007, is a member of the Financial Planning Association (FPA) and a member of the Philadelphia Estate Planning Council. Michelle has more than 20 years of experience serving individuals, families, non-profit organizations and corporations.
In her practice, Michelle works with clients to help them approach the financial complexities of the divorce process holistically. Her focus on education and understanding short and long-term financial and life goals prepares clients with analysis necessary to make informed decisions in the divorce process.
For more than ten years, working with women in transition has been an important focus of Michelle’s practice. She works closely with Family Law and American Academy Matrimonial Lawyers (AAML) to help ensure that their clients understanding of their financial future is accurate and realistic. Michelle was also a co-teacher of the MoneyW!SE 12 week course on personal finance providing domestic violence survivors an opportunity to become financially literate, confident women.
Prior to joining Boenning & Scattergood, Michelle was a Senior Relationship Manager at Hawthorn, PNC Family Wealth and a Senior Portfolio Manager with BNY Mellon’s Wealth Management group. Her relationship management experience includes UBS in Philadelphia and serving as a consultant for several entrepreneurial software firms delivering financial services solutions in Canada and the United Kingdom.
Michelle’s community work includes serving as a weekend guide at the Philadelphia Museum of Art and as a board member of the Institute of Classical Architecture and Art (ICAA), Philadelphia Chapter. Michelle is a past president of the board of Center in the Park and past chairman of the Mid-Atlantic Charitable Trust Committee at BNY Mellon. Her volunteer work also includes the Atlanta Historical Society, Atlanta Committee for the Olympic Games (ACOG) and USA Luge.
Michelle earned a Bachelor of Arts in Journalism from the University of Alabama. Michelle holds FINRA Series 7 and Series 66 licenses. She is a licensed Life and Health Insurance producer with the Commonwealth of Pennsylvania and has completed Collaborative Law Training. For more information visit www.boenninginc.com, Member FINRA/SIPC.
* To earn the CFP® designation, candidates must meet several requirements—the first of which is the educational requirement, which requires candidates to have a bachelor's degree or higher from an accredited U.S. college or university. As a first step to the present CFP® certification criteria, students must master a list of nearly 100 topics on integrated financial planning. To fulfill the education requirement, students are required to complete course training in covered topic areas in order to meet the first requirement to sit for the CFP® Board Certification Examination.
Elizabeth M. Oliver, CDFA®, CFA®, CPA
150 Strafford Avenue
Wayne, PA 19087
Beth Oliver is a Certified Divorce Financial Analyst® professional working with Certified Divorce Specialists, LLC located in Wayne, PA. She joined the Collaborative Law Professionals of Southeastern Pennsylvania in 2018.
In her practice, Beth works together with clients to help them navigate the financial complexities of the divorce process. She uses her analytical background to assess and educate clients on both short-term and long-term financial implications of a proposed settlement.
Beth attained her Certified Divorce Financial Analyst® certification from the Institute for Divorce Financial Analysts. Beth is a Chartered Financial Analyst® charterholder and Certified Public Accountant. She earned her BS in Economics from the Wharton School of the University of Pennsylvania and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network. Her prior experience includes positions with Ernst & Young, CoreStates, and a privately-held small business. Beth joined Sims Financial Services, LLC as an Investment Adviser Representative of Commonwealth Financial in 2017. In addition to her practice as a Certified Divorce Financial Analyst® professional, Beth works alongside a team of dedicated professionals to offer personalized asset management, financial planning, and advisory services to individuals, organizations, and businesses through Sims Financial Services.
In the community, Beth serves as a Trustee at the Academy of Notre Dame de Namur in Villanova and Chair of the Finance Committee. Beth serves as the Chair of the Advisory Board of Duke Catholic Center in Durham, NC, where her children attend school. Beth also serves on the Finance Commission of the Franciscan Friars of Our Lady of the Angels Province, Order of Friars Minor Conventual.
Elizabeth M. Oliver, CDFA®, CFA®, CPA, is a financial advisor located at Sims Financial Services, LLC, 150 Strafford Avenue, Suite 305, Wayne, PA 19087. She offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. She can be reached at (610) 687-5050. Divorce planning services offered through Certified Divorce Specialists are separate and unrelated to Commonwealth.
This communication strictly intended for individuals residing in the states of NY and PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Danine Mueller, CDFA®
Danine Mueller is a Certified Divorce Financial Analyst® professional and President of Certified Divorce Specialists, LLC located in Wayne, PA. She has been a member of Collaborative Law Professionals of Southeastern Pennsylvania (formerly Collaborative Family Law Affiliates) since 2003.
In her practice, Ms. Mueller works together with clients to help them navigate through the financial complexities of the divorce process. She uses her extensive investment and analytical background to assess and educate clients on both short term and long term financial implications of a proposed settlement.
Ms. Mueller graduated from Villanova University with a B.S. in Finance. She attained her Certified Divorce Financial Analyst® certification from the Institute for Divorce Financial Analysts. She is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network, and a licensed Life and Health Insurance Producer.
Ms. Mueller began her investment career in 1985 with the Vanguard Group. As a Principal and Portfolio Manager she was responsible for the oversight, investment strategy and trading of over $3.5 billion in assets for the Vanguard Pennsylvania, New Jersey and Ohio Tax-Exempt Long Bond Portfolios. She began offering personal advisory services to clients in 2003 when she became an independent financial advisor. In addition to her practice as a Certified Divorce Financial Analyst® professional, Ms. Mueller provides comprehensive financial planning services to individuals and small businesses. Her financial advisory service includes investment, retirement, education and insurance planning.
- Bachelor of Science, Finance
- Villanova University, 1985
- Registered General Securities Representative
- Investment Advisor Representative
- Resident Producer for Life, Health and Annuities
- Pennsylvania Insurance Department
- Certified Divorce Financial Analyst® professional
Danine Mueller is a Financial Advisor located at Sims Financial Services LLC, 150 Strafford Avenue, Suite 305, Wayne, PA 19087. She offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. She can be reached at 610-687-5050. Divorce planning advice offered by Certified Divorce Specialists, LLC are separate and unrelated to Commonwealth.
This communication strictly intended for individuals residing in the states of AZ, CA, DC, DE, FL, MA, MD, NC, NJ, NY, PA, UT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Linda Hershman, LMFT
Linda Hershman, LMFT, is the owner of the Couples and Family Wellness Center, LLC. She and her colleagues provide mental health counseling for individuals, couples, families, teens, and 'tweens.
Linda specializes in Discernment Counseling, brief counseling for couples who struggle to decide whether to stay in their marriages or move toward separation and divorce. Contact Linda at www.couplesandfamilywellnesscenter.com or call today: 610 889-2089