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.

 

 

2014 PLANNED GIVING ADVISORY COMMITTEE MEMBERS

 

Chair

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

Attorney

Rogers & Greenberg, LLP

(937) 223-8171

 

W. Michael Conway

Attorney

W. Michael Conway Co., LPA

(937) 294-8807

 

David J. Cusack

Attorney

Cusack Law Office, LLC

(937) 412-0080

 

Jonathan Faulkner

Attorney

Elliott & Faulkner, LPA

(937) 264-8710

 

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

Partner

Flagel Huber Flagel

(937) 299-3400

 

James L. Jacobson

Attorney

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

Partner

Ray|Theil Wealth Management, LLC

(937) 306-6350

 

Frank B. Williams

Vice President & Trust Officer

LCNB National Bank

(937) 704-9490

 

Sarah G. Worley

Attorney

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

(937) 339-0511

 

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