Planned Giving Advisory Committee

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The Planned Giving Advisory Committee members serve as volunteer, industry – expert counsel as well as engaged advocates of Dayton Children’s Hospital’s mission to remain an independent, locally governed children’s hospital.

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

The Planned Giving Advisory Committee members actively support Dayton Children’s Hospital through the formulation of strategies and activities that will serve to enhance the planned giving program.

For more information on the Planned Giving Advisory Committee or Planned Giving at Dayton Children's Hospital, please contact Cate Berger, Planned Giving Officer at (937) 641-5962.






Rebecca Hawk Roess

Vice President & Trust Officer

LCNB National Bank

(937) 704-9490



Eric Anderson

Financial Advisor

Northwestern Mutual

(937) 427-7170


Belinda A. “Lynn” Burns, CPA, JD

Managing Member

Burns Tax Consulting

(937) 222-4505


John Cloud


Rogers & Greenberg, LLP

(937) 223-8171


W. Michael Conway


W. Michael Conway Co., LPA

(937) 294-8807


David J. Cusack


Cusack Law Office, LLC

(937) 412-0080


Jonathan Faulkner


Elliott & Faulkner, LPA

(937) 264-8710


James R. “JR” Hochwalt, CPA, ABV, FACFEI


Flagel Huber Flagel

(937) 299-3400


James L. Jacobson


Pickrel, Schaeffer and Ebeling

(937) 223-1130


Brittany A. Lawrence, CPA

Tax Manager

Clark Schaefer Hackett

(937) 226-0070


Kevin L. McDonald

Senior Development Officer

The Dayton Foundation

(937) 222-0410


Martin McGillivary, ChFC

Financial Advisor

Raymond James Financial Services

(937) 280-4977


Sandra K. Pierce, CPA, CFP

Vice President, Wealth Management

Parker Carlson & Johnson

Investment Management

(937) 223-0600


Daniel E. Ramer, Esq.

VP, Senior Trust Officer

Fifth Third Private Bank

(937) 778-4417


Matthew T. Theil


Ray|Theil Wealth Management, LLC

(937) 306-6350


Frank B. Williams

Attorney at Law

(937) 285-5342


Sarah G. Worley


Dungan & LeFevre Co., L.P.A.

(937) 339-0511


Related Links

  • Dayton Children's is proud to be a Children's Miracle Network Hospital.
  • Make your donation go farther!

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