Ross works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining the firm in 2017, Ross was in private legal practice at a large Philadelphia law firm, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning.

Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.

Natalie B. Choate is an estate planning lawyer, writer, and speaker specializing exclusively in the tax and estate planning treatment of IRAs and other qualified retirement plan accounts. Her book Life and Death Planning for Retirement Benefits (8th ed. 2019) is a leading resource for tax and investment professionals.

Her articles have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management, and she is a frequent contributor to the Leimberg Information Services’ Employee Benefits Newsletter and Ed Slott’s IRA Advisor. She has lectured at major tax institutes and other venues in all 50 states, and now provides webinars for organizations around the country.

Natalie is a fellow (retired status) and former Regent of the American College of Trust and Estate Counsel, former chair of its Employee Benefits Committee, and an editorial advisor for Trusts and Estates. The National Association of Estate Planners and Councils awarded her the Distinguished Accredited Estate Planner designation and the Hartman Axley Lifetime Service Award. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, and Forbes.