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 11/10/22

Financial Planners/Advisors

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

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

Mary Ginn
MCG Financial Planning
10303 Greenwood Pl.
Oakton, VA 22124
(703) 938-0074

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

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


Mary Ginn
MCG Financial Planning
10303 Greenwood Pl.
Oakton, VA 22124
(703) 938-0074

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 Bikoff, Esq.
1620 L St, NW Suite 610
Washington, D.C. 20036
(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