Specialists & Experts

DANIEL FRIX, C.P.A. | Director of Tax & Finance

Dan joined Cohen & Burnett, P. C. in November 2009 and is responsible for the tax preparation services provided to our clients.  Dan began his career with one of the “Big 8” public accounting  firms, followed by  founding his own firm of CPAs in Atlanta that grew from the two founding partners to five partners and over 20 professionals during the seven years he was a partner.

After leaving public accounting, Dan has served in financial leadership capacities with innovative and growing companies primarily in the aerospace and telecommunications industries.  Most recently, Dan was the Chief  Financial Officer for eight years with Valcourt Building Services, a $50 million building services contractor serving the commercial real estate industry with offices along the East Coast.

Dan is licensed to practice public accounting in Virginia.  He is a member of the American Institute of Certified Public Accountants – Personal Financial

Planning Section and Tax Section – and the Northern Chapter of the Virginia Society of Certified Public Accountants – Taxation Committee, Personal

Financial Planning Committee and the CPA Eldercare and Estate Planning Committee.

Dan graduated summa cum laude from  the University of Alabama with a Bachelor’s of Science in Commerce and Business Administration where he majored in Accounting.

Email: Daniel@navigatorwealth.com

LAWRENCE D. SOLOMON, MBA, CFP® | Director of Wealth Navigation

Larry joined Navigator Wealth Management in May 2007 as Wealth Navigation Manager. In this role, he provides leadership in all aspects of the organization's financial and investment analyses, including financial plans, investment research, manager selection and monitoring, and client reports. Larry has almost sixteen years of industry experience in a variety of investment management, research, and financial planning roles. Originally from New York, he received an undergraduate degree in Economics and Business from SUNY Albany in 1989. After working for a year, he was admitted to graduate school at Lehigh University in Bethlehem, PA, where he earned a Masters in Business Administration (MBA) in 1992. Through his academic career, Larry competed as a Powerlifter, winning numerous Powerlifting and Bench Press contests, and was the 1989 New York State Powerlifting champion in the 148 pound weight class.

Larry began his career in the financial services industry in 1992 as a Registered Representative and Financial Advisor for Equitable Life in White Plains, NY. He soon moved to a more analytically focused role as Statistician for The No-Load Fund Investor, an investment newsletter published by no-load fund guru Sheldon Jacobs, in Irvington, NY. At The No-Load Fund Investor, he was responsible for calculating, validating, and publishing all mutual fund performance data and statistical information in the monthly newsletter and was the Statistical Editor for five editions of The Handbook for No-Load Fund Investors, an annual compendium of over 2,600 no-loads and The Guide to Successful No-Load Fund Investing, a how to manual on mutual funds for the individual investor

In 2000, he left New York and moved his family to the mid-west to work as Investment Research Manager for Nationwide Financial in Columbus, OH. At Nationwide, he was responsible for performance analysis, risk monitoring, and due diligence of mutual funds, separately managed accounts, and variable sub-accounts utilized in Nationwide Financial products. Wanting to get back to his friends and family on the East Coast, he relocated to the Capital Area in 2005, first working as a Private Wealth Analyst at Merrill Lynch's Private Bank in Washington, DC, and then in 2006, as Director of Financial and Investment Planning at Strategic Financial Advisors (SFA) in Bethesda, MD. At both Merrill and SFA, Larry was responsible for performance monitoring, due diligence, and qualitative and quantitative investment research. He also developed modular and comprehensive financial plans and conducted capital market research to identify opportunities and enhance portfolio performance.

In 2002, he completed the Certified Financial Planner course work and comprehensive exam and currently maintains the CFP designation He holds Series 7, Series 6, Series 63, Series 65, and Insurance licenses. Over the years, he has contributed to and been quoted in numerous articles on mutual funds appearing in popular financial publications such as The Wall Street Journal, Dow Jones Newswires, The LA Times, and others. He and his wife Maura enjoy living in Germantown, MD, where he is an avid fisherman, weightlifter, and sports car enthusiast.

Email: Lawrence@navigatorwealth.com

ANDREW M. VANDERHOOF, J.D., LL.M | Director of Legal Services

Andrew M. Vanderhoof, J.D., LL.M, joined Cohen & Burnett, P.C., as an estate planning attorney in October 2007.  Andy brings extensive estate planning experience to the firm and he is thrilled to be engaged full time in the practice area of wills, trusts, estates and gifts.  Andy is a 1977 graduate of William & Mary in Williamsburg, Virginia, where he attained a Bachelor of Arts Degree in Government.  He subsequently graduated in 1980 from the Willamette University School of Law in Salem, Oregon.  While in law school Andy was the Form Editor on the Willamette University Law Review and headed up the Phi Delta Phi legal fraternity.  When Andy was admitted to the Virginia State Bar in the fall of 1980, he had joined the law firm of Tate & Bywater in Vienna, Virginia.  Andy had a general law practice at Tate & Bywater for 21 years.  In 2001, Andy joined the preeminent legal publishing firm of BNA Tax Management in Washington, D.C., where he was a Federal Tax Law Editor in the Estates, Gifts & Trusts/Exempt Organizations group.  He joined the D.C. Bar in 2002 and completed his LL.M in International Taxation from Regent University in Virginia Beach, Virginia, in 2004. 

Andy and his wife Marie have been happily married for over 22 years, and they have two boys.  Marie has worked in Human Resources at the CIA for over 25 years, and the boys both attend Virginia Tech.  Ian is a senior majoring in Computer Science, and Zack is a sophomore majoring in Business.  Both boys have been active in swimming and soccer extensively over the years, among other activities.  Although they are now "empty nesters," Andy and Marie have found their lives to be as busy and engaging as ever. 

Email: Andrew@cohenandburnett.com  

RYAN BERGES | Director of Wealth Operations

Ryan joined Navigator Wealth Management in September 2011 as Director of Operations. As such he is responsible for client services for all Navigator clients, both those involving contact with each client and our behind-the-scenes operational services that are so critical to tracking and reporting on Navigator client investments.

Ryan was born and raised in Ovid, Colorado, a small farming community in far northeastern Colorado where he was very active in high school sports and various extra-curricular activities. He graduated magna cum laude from Oklahoma Christian University in Oklahoma City with a Bachelor’s of Arts Degree in Speech Communications Pre-Law with a minor in Finance.

Ryan began working in the investment field during his senior year of college, and has worked for a Registered Investment Advisory firm in Edmond, Oklahoma for the last 18 years, specializing in investment and back office operations. Ryan holds FINRA Series 7 and 65 securities licenses. He brings a unique blend of operational, technology, and financial skills to our operations and client services area.