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
