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Inova Gift and Estate Planning Team

The Inova Gift and Estate Planning Team is comprised of leading experts in the areas of law, accounting, insurance and banking.  These members assist in educating donors about planned giving opportunities and help build relationships with the broader professional community.  The Foundation is deeply grateful to the members of the Gift and Estate Planning Team for their active participation in our planned giving program.  
 
Diane H. Acurso, CPA, MST
Manager
Fairfax, VA

Robert L. Albertson, CFP
Senior Vice President
Cooper, Jones & McLeland, LTD.
Fairfax, VA

William L. Babcock, Jr.,Esq.*
Alexandria, VA

Tracey A. Baker, CFP
Cooper, Jones & McLeland, LTD
Fairfax, VA

Robert G. Baldassari, CPA*
Matthews, Carter & Boyce
Fairfax, VA

Kenneth A. Barnett, CLU*
The Washington Group
Fairfax, VA

M. Patricia Barron
Vice President and Trust Officer
Burke & Herbert
Alexandria, VA

Paul C. Bennett, CFP
President
Private Wealth Advisers, LLC
Great Falls, VA

Laurie J. Blackburn, CFP
Financial Advisor
Retirement Planning Specialist
Morgan Stanley
Alexandria, VA

Eleanor K. H. Blayney, CFP*
Sullivan, Bruyette, Speros & Blayney, Inc.
McLean, VA

James L. Boring, Esq.
Boring & Pilger, P.C.
Vienna, VA

Marylou Brewster, CMFC
Sagemark Consulting
Lincoln Financial Group
Vienna, VA

Thomas E. Burdette, CPA
Managing Shareholder
The Burdette Smith Group, P.C.
Fairfax, VA

Patrick S. Burke, CFM
Vice President
Senior Financial Consultant
Merrill Lynch
Alexandria, VA

Thomas H. Campbell, Esq.
Yates, Campbell & Yates, LLP
Fairfax, VA

Thomas J. Cholis, Jr.
Managing Director
Chevy Chase Trust
Bethesda, MD

Deborah Donick Cochran, Esq.
Cochran & Owen, LLC.
Vienna, VA

Thomas A. Coughlin, Esq.
Law Offices of Thomas A. Coughlin
Attorney & Counselor at Law
Washington, DC

John P. Dedon, Esq.
Odin, Feldman & Pittleman, P.C.
Fairfax, VA

Jeffrey A. Earl, JD, CFP
AXA Advisors, LLC
Falls Church, VA

Jeffrey W. Fischer, ChFC , CLU
Executive Consultants Inc.
Vienna, VA

Robert H. Frank, CPA*
Frank & Company
McLean, VA

Renée R. Gilbert, Esq.
Law Offices of Renée R. Gilbert
Fairfax, VA

Barry Glassman, CFP
Senior Vice President
Cassaday & Company, Inc.
McLean, VA

A. Everett Hoeg, III, Esq.*
Venable LLP
Vienna, VA

Frank E. Key*
Vice President
A.G. Edwards & Son, Inc.
Alexandria, VA

Lisa M. Kittner
Vice President
Associate Branch Mgr.
Financial Advisor
Morgan Stanley
Washington, DC

Robert Kwiatkowski, CFP, ChFC, CLU, CFM, CRPC
Financial Advisor
Merrill Lynch
Alexandria, VA

Michelle Perim LaBaer, Esq.*
Trust and Estate Specialist
Merrill Lynch Trust Company, FSB
Washington, DC

Alexander M. Laughlin, Esq.
Wiley Rein & Fielding LLP
McLean, VA

Bill Lloyd, CFP, ChFC, MA
The Financial Internist
Vienna, VA

Rhonda J. Macdonald, Esq., P.C.*
Vienna, VA

Richard Magenheimer*
CFO
Inova Health System
Falls Church, VA

Roger McClure, Esq.
Washington Wealth Counsellors
McLean, VA

Chauvon McFadden
Financial Services Professional
New York Life Insurance Company
Vienna, VA

Douglas B. Megill
President
McLean Insurance Agency, Inc.
Potomac Falls, VA

Roger W. Overton, CPA
Homes, Lowry, Horn & Johnson LTD
Fairfax, VA

Marvin Powell
County of Fairfax Small Business Commission - Sully District
Fairfax, VA

Gregory J. Rupert, Esq.
Partner
Patton Boggs
McLean, VA

Michael C. Sandusky
Lydian Wealth Management
Rockville, MD

Pamela L. Sensel
Estate Specialist
Carr Stogner
Alexandria, VA

Wayne W. Sharp, Ph.D., CFP, ChFC, CFS
Senior Financial Advisor
Ameriprise Financial Services, Inc.
Vienna, VA

Albert P. Sirota
The Washington Group
Fairfax, VA

Dave Spence, CPA, CFP, CLU
Campbell Financial Management
Fairfax, VA

Anne L. Stone, Esq.
Anne L. Stone, Attorney at Law
McLean, VA

Richard L. Strean, CPA, CFP
Vienna,VA

Jerome K. Tankel, Esq.
Vienna, VA

Kelly A. Thompson, Esq.
Kelly A. Thompson, PLC
Arlington, VA

Robert L. Travers*
R.L. Travers and Associates, Inc.
Springfield, VA

Richard E. Vodra, CFP
Legacy Advisors, LLC
McLean, VA

Robert E. Ward, LLM, JD
Robert E. Ward & Associates, P.C.
Bethesda, MD

Michael E. Wicks, CPA*
Kositzka, Wicks and Company
Alexandria, VA

Robert N. Wieland, Esq.
Executive Risk and Surety Specialist
McLean Insurance Agency, Inc.
Potomac Falls, VA

Donna Roman Wilson*
Vice President
Wachovia Bank
Alexandria, VA

Dan Withers, Esq.
Attorney at Law, Manager
The Brennan/Withers Law Group, counsel
McLean, VA

Richard G. Wohltman, P.C.
Comprehensive Estate and Business Planning
Alexandria, VA

*Advisory Council
May 2007