Planned Giving Advisory Committee

Print this page Bookmark and Share

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

Vice President & Trust Officer

Key Private Bank

(937) 285-5342


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!

How Can We Help?

Stay Connected

Find us on Facebook Follow us on Twitter Visit Our Blog Youtube Caring Bridge

Upcoming Events

Dayton Children’s cordially invites you to attend our upcoming state-wide pediatric trauma symposium. The symposium will be held at the Wyndham Hotel, Miamisburg, OH on April 25, 2014.

Get your family started on a healthy lifestyle

Join the Beavercreek TWIG groups 11, 17, and 22 for the annual spring luncheon, Run for the Roses, on April 26, 2014 at the Beavercreek Golf Club.

Wally Bear and family friendly 1 or 5 mile walk

The 5th Annual Putting Fore Kids Golf Outing sponsored by Moraine Walmart takes place at Pipestone Golf Course on May 15th, 2014 and will benefit Dayton Children's Hospital.

The Gem City Throwbacks Baseball Organization has teamed up with Vs. Cancer Foundation to raise money for Dayton Children's Cancer Center and pediatric cancer research during the Throwbacks' Vs. Cancer Tournament May 17-18, 2014.

View full event calendarView full event calendar

Ways to Help

Learn how you can make a difference


The Children's Medical Center of Dayton Dayton Children's
The Right Care for the Right Reasons

One Children's Plaza - Dayton, Ohio - 45404-1815