Board of Directors

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Commonwealth Community Trust is managed by an active and independent Board of Directors who serve with caring hearts and without compensation. The group is selected through a careful recruitment and screening process led by the Board Development Committee to ensure each member has relevant credentials and brings valuable expertise and diverse perspectives. With active committees and regular meetings, the Board remains deeply engaged in guiding CCT’s mission with integrity and accountability.


Our Board of Directors always includes at least two members who are related to an individual with a disability, along with legal and financial professionals, and experts who work in the disabilities field. Board members and their credentials are listed below, along with the five Board committees and the members of each.

Executive Committee of the Board

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Chair

Cheryl L. Page, CFA®, CFP®

Senior Vice President, Portfolio Manager

Caprin Asset Management, LLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Chair-Elect

Marc Verdi, CPA/PFS, CFP®

Director of Tax & Financial Planning | Chief Financial Officer

Godsey & Gibb Wealth Management

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Past-Chair
Alexandra B. Badman, Esq.

Director, Charitable
Estate & Gift Planning

Bon Secours Mercy Health Foundation

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Treasurer

Luci Weigel, CPA

Business Owner

Weigel Tax & Accounting Services LLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Secretary

Richard D. Kunz, MD

Chief Medical Officer

Sheltering Arms Institute

Board Members

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Stephanie E. Grana, Esq.

Partner

Cantor Grana Buckner Bucci

 The Virginia Trial Firm

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Bill Pilc, CPA

Partner

Pilc & Moseley, LLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Susanna B. Jones, Esq.

Partner

Florance Gordon Brown, PC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Brody Reid, Esq.

Founding Partner

ReidGoodwin, PLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Peter W. Tomasch, CFP®

Financial Advisor

Choreo, LLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Bailey Liipfert III, CELA

Director & Shareholder

Allman Spry Law Firm

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Stephen Kimberlin, CPA

Managing Director

FORVIS

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

 Sean Rutherford, CPA

Chief Financial Officer

Taylor Hoffman, Inc.

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

 M.R. Litman, Esq.

Attorney

Litman, PLLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Edward Patchett, CFA

Managing Director

GCM Grosvenor

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

M. Bagley Reid, CFA

Managing Director

Blue Edge Capital, LLC

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Lateshia G. Brown, LCSW

Senior Director, Community Support Services

Goochland Powhatan Community Services

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

Brett Corsello, CFA 

Portfolio Manager

Juno Financial Group

Each Board Member serves on one or more of the following Committees:

Third Party Pooled Special Needs Trust Settlement Preservation Pooled Trust Military Survivor Benefit Plan Program Special Needs Non-Profit Organization

  • Executive Commitee

    The Executive Committee provides leadership to the full Board in fulfilling the Board’s responsibility to establish policies, approve the mission, oversee operations, and approve the budget.


    Committee Members:

    Chair - Cheryl Page, CFA, CFP

    Chair Elect - Marc Verdi, CPA/PFS, CFP

    Past Chair - Alexandra Badman, Esq

    Secretary - Richard Kunz, MD

    Treasurer - Luci Weigel, CPA

  • Finance/Investment Committee

    The Finance/Investment Committee presents financial goals to the full Board, monitors the operating budget, and establishes a five-year business plan. The committee also approves the Investment Policy Statement implemented by True Link Financial Advisors and meets quarterly with the True Link Financial Advisors Investment team to review investment performance.


    Committee Members: 


    Bill Pilc, CPA 

    Brett Corsello, CFA 

    Cheryl Page, CFA, CFP 

    Edward Patchett, CFA 

    Luci Weigel, CPA  - Co-Chair 

    M. Bagley Reid, CFA - Co-Chair 

    Marc Verdi, CFP/PFS, CFP 

    Peter Tomasch, CFP 

    Sean Rutherford, CPA 

    Stephen Kimberlin, CPA 


  • Disbursement Committee

    The Disbursement Committee assists the President / CEO in making disbursement decisions on behalf of the Beneficiary.


    Committee Members: 


    Bailey Liipfert III, Esq., CELA - Chair 

    Cheryl Page, CFA, CFP 

    Lateshia G. Brown, LCSW 

    M.R. Litman, Esq. 

    Susanna B. Jones, Esq. 


  • Charitable Fund Award Committee

    The Charitable Fund Award Committee oversees CCT’s annual grant program and members review and score applications to determine who will receive awards. Click here to learn more about the Charitable Fund Award.


    Committee Members: 


    Bailey Liipfert III, Esq., CELA 

    Brody Reid, Esq. 

    Cheryl Page, CFA, CFP 

    Lateshia Brown, LCSW - Chair 

    M.R. Litman, Esq. 

    Richard Kunz, MD 

    Stephen Kimberlin, CPA 


  • Board Development Committee

    The Board Development Committee identifies, recruits, and recommends new Board members for election to CCT’s Board of Directors. The committee also develops and implements a training program for new Board members.


    Committee Members: 


    Cheryl Page, CFA, CFP 

    Marc Verdi, CPA/PFS, CFP - Chair 

    Stephanie Grana, Esq.