INVESTMENT MANAGEMENT FINANCIAL & ESTATE PLANNING FIDUCIARY & TRUST FAMILY WEALTH SERVICES
Different by design.
Leslie K. Smith, JD
Laly Kassa, CFP®, MST
Leah M. Byrne, CFP®
Jeannette Owen Roegge, JD
Chief Fiduciary Officer
Thomas J. Cholis, JD
Dan Serra CFP®, MS
Assistant Vice President
Meet Our Financial & Estate Planning Team
The smartest investment strategies are informed by sound financial planning. Yet among
countless investment management firms, none is more committed to planning than
Chevy Chase Trust. Our clients appreciate an integrated approach — and the difference
it can make. It’s no coincidence. We planned it that way.
To learn more, contact Stacy Murchison at 240.497.5008 or visit ChevyChase Trust.com.