Network of Professional Advisors
The George Washington University's Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.
This network provides opportunities to establish and grow relationships with other professional advisors and join an online listing of GW-affiliated advisors accessible to 300,000 GW alumni worldwide.
Our events will provide a platform to build community, hear from top GW scholars, learn about trends in philanthropy, and share ideas for enhancing your practice through effectively supporting your clients' philanthropic desires.
Here at GW, we recognize the important work performed by professional advisors in helping clients fulfill their goals and dreams, both personal and philanthropic. We welcome you to join a growing community of professional advisors that GW wishes to support now and in the future.
If you are interested in information on joining, please contact Dean Regenovich, JD, LLM at dean.regenovich@gwu.edu or (202) 748-4532, or fill out this form to let us know.
Looking to Connect with a Professional Advisor?
Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.
Name | City | State | Type of Professional Advisor | Job Title | Company | |
---|---|---|---|---|---|---|
John Dedon, Esq. | Fairfax | VA | Estate Planning Attorney | Of Counsel | Cameron/McEvoy, PLLC | jdedon@cameronmcevoy.com |
Jason Blank | Fort Lauderdale | FL | Estate Planning Attorney | Partner | Haber Blank, LLP | jblank@haberblank.com |
Reynolds T. Cafferata | Los Angeles | CA | Estate Planning Attorney | Partner | Rodriguez, Horii, Choi & Cafferata, LLP | reynolds@rhcclaw.com |
Laura V. Farthing Berthiaume | Rockville | MD | Estate Planning Attorney | Partner | Farthing & Farthing PC | lvb1230@aol.com |
John M. Lynham Jr. | Washington | DC | Estate Planning Attorney | Of Counsel | Foley & Lardner LLP | jlynham@foley.com |
Elizabeth Victoria Noël, Esq. | Silver Spring | MD | Estate Planning Attorney | Attorney, Associate Broker | Noël Law Firm LLC | noelfinancial@hotmail.com |
Mil Parekh, CFP®, CPWA® | McLean | VA | Financial Advisor | Senior Vice President Wealth Advisor Portfolio Management Director Family Wealth Advisor |
The BMP Group at Morgan Stanley | milind.parekh@ms.com |
Michael P. Egan, CFP® | Vienna | VA | Financial Advisor | Financial Planner Partner |
Egan, Berger & Weiner, LLC | megan@ebwllc.com |
Ellen Tillman CLU®, CHFC®, MBA | Bethesda | MD | Financial Advisor | Financial Advisor | Ellen Tillman & Company | ellen@ellentillman.com |
Roy A. Schoenfeld, CRPC® | Manalapan | NJ | Financial Advisor | Private Wealth Advisor Investment Advisor Representative |
Lincoln Financial Advisors | Roy.Schoenfeld@lfg.com |
W. Thomas Curtis, EA, CFP™ | Gaithersburg | MD | Financial Advisor | Tax Partner | FSP & Associates, LLC | Tom.curtis@fsp-associates.com |
Brandon Hines | Washington | DC | Financial Advisor | Financial Advisor First Vice President Investment Officer |
The Monument Group at Wells Fargo Advisors | brandon.hines@wellsfargoadvisors.com |
Candace G. Kaplan, CFP®, RHU, ChFC® | Rockville | MD | Financial Advisor | Founder and Senior Partner | Kaplan Financial Group, LLC | Kaplan Benefits Group, LLC | candi@kaplanfinancialgroup.com |
Marc Q. Broderick | McLean | VA | Financial Advisor | Senior Vice President Private Client Advisor |
Bank of America Private Bank | Marc.q.broderick@bofa.com |
Brett J. Ciarelli | West Conshohocken | PA | Financial Advisor | Executive Financial Services Director Senior Vice President Private Wealth Advisor |
Morgan Stanley Private Wealth Management | Brett.Ciarelli@morganstanleypwm.com |
Val Volkau | Washington | DC | Financial Advisor | Wealth Management Advisor | TIAA | Individual Advisory Services | val.volkau@tiaa.org |
Scott Justin Borow, AWMA® | Garden City | NY | Financial Advisor | Wealth Management Advisor | Northwestern Mutual | scott.borow@gmail.com |
Andrew Adil | Simsbury | CT | Financial Advisor | Financial Advisor | Coburn Financial | aadil@coburnfinancial.com |
William Thompson | Atlanta | GA | Financial Advisor | Financial Advisor | Northwestern Mutual | william.r.thompson@morganstanley.com |
Isaac Bolger | Minneapolis | MN | Financial Advisor | Financial Advisor | Thrivent | isaac.bolger@thrivent.com |