Financial Planners, Tax Help and Estate Planners

The following is a list of financial planners, accounting services, and estate planners who have successfully represented Foreign Service employees. Some were recommended by AFSA members, some have advertised in the Foreign Service Journal, and some are frequent speakers at the Foreign Service Institute or AFSA. This list is provided as a courtesy. AFSA does not endorse any of the individuals on this list nor does it accept responsibility for the consequences of acting on their advice.

A key question to ask your potential financial planner or advisor is whether s/he is a fiduciary. Guidance on that subject is available at

Last Updated 3/6/24

Financial Planners/Advisors

Kelly Barrow, CFP
Principal and Founder
Cedar Grove Financial Planning, LLC

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

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

Chris Cortese, CFP
Logbook Financial Planning
Rockport, Maine
(888) 651-2317

Sean Michael Duffy
Alcumus Financial Group/Ameriprise Financial Services, Inc.
8601 Georgia Ave Suite 910
Silver Spring, MD 20910
(202) 223-3450
Click here for additional information

Theodore S. Davis, CFP, CRPC
Ameriprise Financial Services, Inc.
4000 Legato Ste 1100
Fairfax, VA 22033
(703) 896-7956

Dwayne A. Jackson, CFP, AIT
7647 Leesburg Pike
Falls Church, VA 22043
(703) 821-6655

Tyler Weerden, CFE
Layered Financial
160 Dockerel Road
Tolland, CT 06084
(860) 325-2298

Kim Luu-Tu, Private Wealth Advisor
Ameriprise Financial Services
301 Maple Avenue W, Suite 520
Vienna, VA 22180
(703) 766-2025

Mike McLenigan, CFP
Professional Financial Solutions LLC
10517A West Drive
Fairfax, VA 22030
(703) 385-0870

Karen Schaeffer, CFP
Schaeffer Financial
4612 Great Oak Rd.
Rockville, MD 20853
(301) 933-5550

Joe Sullender, CFP
Sullender Utley Financial Group LLC
1750 Tysons Blvd., Suite 1500
McLean, VA 22102
(571) 385-2800

George Windecker
Windecker Financial Planning LLC
P.O. Box 3323
Merrifield, VA 22116-3325
(571) 310-3520


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

Scott Irving, CPA
Irving & Company, CPA
1934 Old Gallows Road, Suite 350
Tysons Corner, VA 22182
(202) 257-2318

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

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

Christine Elsea Mandojana, CPA, CFP
CEM Global Tax Planning LLC
(202) 657-4875

Estate Planning

Russell A. Bikoff
Attorney and Counselor at Law
P.O. Box 615
McLean, VA 22101
2101 L Street, NW
Suite 300
Washington, D.C. 20037
(202) 466-8270
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
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

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