Planned Giving Professional Advisors

Dayton Children’s Planned Giving Advisory Committee of its Foundation Board continues to advance endowment building efforts throughout the 20 counties served by the hospital as it enters its third year of service.

“There are literally hundreds of years of estate and financial planning experience among the members of this committee,” says Chair Kevin McDonald. “This is the right group of professionals who are involved with Dayton Children’s for all the right reasons.”

If you need assistance with planning your estate, these professional advisors are happy to help.

Kevin L. McDonald, Chair
Vice President & Trust Officer
KeyBank
937-285-5342

Cynthia S. Barnett
Attorney at Law
Martin, Browne, Hull & Harper, P.L.L.
937-324-5541

Belinda A. “Lynn” Burns
Managing Member
Burns Tax Consulting
937-222-4505

W. Michael Conway
Attorney-at-Law
W. Michael Conway Co., L.P.A.
937-294-8807

Daniel W. Dittman, Jr., CPA, CFP
Financial Advisor
Northwestern Mutual Financial Network
937-427-7138

James R. Hochwalt, CPA, ABV, FACFEI
Partner
Flagel, Huber, Flagel & Co.
937-528-7202

James L. Jacobson
Attorney at Law
Pickrel, Shaeffer and Ebeling
937-223-1130

Robert “Chip” Mues
Partner
Holzfaster, Cecil, McKnight & Mues
937-293-2141

Sandra K. Pierce, CPA, CFP
Vice President, Wealth Management
Parker, Carlson & Johnson
Investment Management
937-223-0600

Daniel E. Ramer, Esq.
Vice President & Senior Trust Officer
Fifth Third Private Bank, Piqua
937-778-4417

Mathew T. Theil
Senior Vice President, Investment Consulting
C.H. Dean, Inc.
937-225-3421

Frank B. Williams
Senior Vice President
PNC
937-226-2069