Last Updated 11/14/24

Financial Planners/Advisors

Kelly Barrow, CFP
Principal and Founder
Cedar Grove Financial Planning, LLC
www.cedargrovefp.com

G.B. Bose, Private Wealth Advisor
Washington Retirement Planning Specialists (Ameriprise Financial Services, LLC)
601 Pennsylvania Avenue NW, Suite 900, Room 921 and 922
Washington, DC 20004-3647
(240) 720-0084
g.b.bose@ampf.com
www.ameripriseadvisors.com/team/washington-retirement-planning-specialists/

William Carrington, CFP, RMA
Carrington Financial Planning LLC
2627 NE 14th St.
Fort Lauderdale, FL 33304
William@carringtonfp.com
carringtonfp.com/

Chris Cortese, CFP
Logbook Financial Planning
Rockport, Maine
(888) 651-2317
chris@logbookfp.com
www.logbookfp.com/

Sean Michael Duffy
Alcumus Financial Group/Ameriprise Financial Services, Inc.
8601 Georgia Ave Suite 910
Silver Spring, MD 20910
(202) 223-3450
sean.duffy@ampf.com
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Theodore S. Davis, CFP, CRPC
Ameriprise Financial Services, Inc.
4000 Legato Ste 1100
Fairfax, VA 22033
(703) 896-7956
theodore.s.davis@ampf.com
www.ameripriseadvisors.com/theodore.s.davis/

Dwayne A. Jackson, CFP, AIT
Rembert/Pendleton/Jackson
7647 Leesburg Pike
Falls Church, VA 22043
(703) 821-6655
daj@rpjadvisors.com
www.rpjadvisors.com

Tyler Weerden, CFE
Layered Financial
160 Dockerel Road
Tolland, CT 06084
(860) 325-2298
tyler@layeredfinancial.com
www.layeredfinancial.com

Kim Luu-Tu, Private Wealth Advisor
Ameriprise Financial Services
301 Maple Avenue W, Suite 520
Vienna, VA 22180
(703) 766-2025
Kim.c.luu-tu@ampf.com
www.ameripriseadvisors.com/kim.c.luu-tu/

Mike McLenigan, CFP
Professional Financial Solutions LLC
10517A West Drive
Fairfax, VA 22030
(703) 385-0870
mmclenigan@profinancialsolutions.com
www.profinancialsolutions.com/

Karen Schaeffer, CFP
Schaeffer Financial
4612 Great Oak Rd.
Rockville, MD 20853
(301) 933-5550
Kaitlin@schaefferfinancial.com
www.schaefferfinancial.com

Andrew G. Soles CFP^®, RICP^®, WMCP^®
Northwestern Mutual
2001 Pennsylvania Avenue NW, 10th Floor
Washington, DC 20006
(202) 352-1859
Andrew.soles@nm.com
https://andrewsoles.nm.com/

Joe Sullender, CFP
Sullender Utley Financial Group LLC
1750 Tysons Blvd., Suite 1500
McLean, VA 22102
(571) 385-2800
joe@sullenderutley.com
sullenderutley.stewardpartners.com/

George Windecker
Windecker Financial Planning LLC
P.O. Box 3323
Merrifield, VA 22116-3325
(571) 310-3520
windeckerfp@gmail.com
www.windeckerfp.pro/

Taxes

Arthur A. Granberg, EA, ATA, ATP
Tax Matters Associates, PC
4600 N Fairfax Drive Suite 414
Arlington, VA 22203
(703) 522-3828
aag8686tma@gmail.com
taxmattersassociatespc.com/

Scott Irving, CPA
Irving & Company, CPA
1934 Old Gallows Road, Suite 350
Tysons Corner, VA 22182
(202) 257-2318
info@irvingcom.com
www.irvingcpa.pro/

Charles R. “Bob” Leins, CPA
Turner, Leins & Gold LLC, NITP
39 West Montgomery Ave.
Rockville, MD 20850
(301) 340-6300
bleins@tlg.cpa

David Mortimer, CPA
120 S. Royal St.
Alexandria VA 22314
(703) 743-0272
David@mytaxcpa.net
www.mytaxcpa.net

Christine Elsea Mandojana, CPA, CFP
CEM Global Tax Planning LLC
(202) 657-4875
christine@cemglobaltax.com
www.cemglobaltax.com/

Estate Planning

Russell A. Bikoff
Attorney and Counselor at Law
P.O. Box 615
McLean, VA 22101
Alternative:
2101 L Street, NW
Suite 300
Washington, D.C. 20037
(202) 466-8270
Rab@BikoffLaw.com
BikoffLaw@verizon.net
www.bikofflaw.com
Licensed to practice in D.C. and Virginia

John L. Laster, Esq.
Old Brickhouse Square
103 Rowell Court
Falls Church, VA 22046
(703) 538-3600
JLL@trusttolast.com
admin@trusttolast.com
Licensed to practice in D.C., Maryland, and Virginia

Kevin C. Martin, Attorney at Law, PLLC
700 K St NW, Suite 300
Washington, DC 20001
(202) 549-2588
kevin@kevinmartinlaw.com
www.kevinmartinlaw.com

Michele Wright
Wright & Whiting, PLLC
311 Maple Avenue W, Suite F
Vienna, VA 22180
(703) 917-0804
michele@wrightwhiting.com
Licensed to practice in Virginia