| 2008: |
Cohen & Burnett, P.C. re-brands law firm identity/logo and re-names company newsletter to Compass Rose. |

Founding Partner, I. Mark Cohen, J.D., LL.M., CFP®,
and
Managing Partner,
Weston D. Burnett, J.D., LL.M., CFP® |
| 2008: |
Cohen & Burnett, P.C. relocates to their current address, Suite 205 at 7601 Lewinsville Rd., McLean, VA. |
| 2007: |
Cohen & Burnett, P.C. embarks on strategic planning, developing corporate mission statement and plans for expansion. |
| 2000: |
|
| 1997: |
I. Mark Cohen & Associate’s sister company, Navigator Wealth Management, L.L.C. (formerly Legacy Analytics, L.L.C.) took on its first high net-worth client. |
| 1990: |
I. Mark Cohen set up his own firm, I. Mark Cohen & Associates in McLean, VA to focus exclusively on estate planning, tax planning, and estate administration. |