About Us

Thomas A. McDevitt, CFA, CFP®

Thomas A. McDevitt has worked at several of the largest firms on Wall Street since 1990. Mr. McDevitt earned an MBA in Finance from the Fox School of Business at Temple University. He is a Maxima Cum Laude graduate of LaSalle University where he earned a Bachelor of Science in Economics and Finance. Mr. McDevitt earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006 (see www.cfainstitute.org for more information about the CFA program). He is a member of the CFA Institute in Charlottesville, Virginia and The CFA Society of Philadelphia. He is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association of the Philadelphia Tri-State Area.

William A. Kline, CFA

Mr. Kline is a Ph.D. student and lecturer at the Fox School of Business at Temple University. He holds a Master of Business Administration from Saint Joseph's University, and a Bachelor of Science in Business Administration with a concentration in finance from Kutztown University. He is a member of the Beta Gamma Sigma International Business Honor Society and the CFA Institute in Charlottesville, Virginia. He earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006.

Prior to returning to academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.

Angela Pandaleno

Angela Pandaleno is an associate at one of the nation’s premier financial services firms. She is also an associate at McDevitt & Kline, LLC where she is involved in all aspects of the company's CPE and CLE business activities, including marketing, customer service, data management, credit reporting, and corporate sales. Ms. Pandaleno is a graduate of The Pennsylvania State University, where she earned a Bachelors of Science in Business with a focus on Management and Marketing.

McDevitt & Kline, LLC

McDevitt & Kline, LLC (the Company) is an approved continuing professional education (CPE) sponsor for public accountants and certified public accountants in the states of Pennsylvania (CPE Provider # PX177627), New Jersey (CPE Provider # 20CE00207900), and New York (CPE Provider # 002292). McDevitt and Kline, LLC is also an approved continuing professional education sponsor by the National Association of State Boards of Accountancy (NASBA CPE Provider ID #109390: Group-Live and Group Internet-Based Formats). In 2008, the Company was awarded Accredited Provider status by the Supreme Court of Pennsylvania Continuing Legal Education Board (CLE Provider # 5963).

Please note, in addition to the states mentioned above, as well as those that recognize NASBA providers, the Company also provides continuing education credits to CPAs and attorneys in many other states nationwide. To see if we provide credits in your state, please see our State CPE/CLE Credit information button on our homepage.

In 2009, the Company became a continuing education provider for the Certified Financial Planner™ Board of Standards (Sponsor # 5377). To learn more about the continuing professional education requirements of the Certified Financial Planner™ Board, please visit www.cfp.net.

Testimonials

  • "The presentation of the material took me back to my graduate school days at Kellogg—only this time, because of the way it was skillfully presented by Tom and Bill, I actually understood it.  This was perhaps the most animated and interesting seminar I’ve participated in for years.  Guys, you did an exceptional job on a very difficult subject matter." -  Mark A. P., CPA, Wayne, Pennsylvania
  • "There was ample time for questions and answers….the instructors were courteous and answered questions efficiently."—Katie V., CPA, North Wales, Pennsylvania
  • "A great value for the money."   - Jennifer C., CPA, Lansdale, Pennsylvania.
  • "I’ll be back."—Michael L., CPA, Philadelphia, Pennsylvania
  • "I was pleased with the seminar and would come again.  I would also recommend to others." – Kimberly M., Esq. Phoenixville , Pennsylvania