About Us


Our Mission

The mission of Values Based Patient Advocates is to assist individuals and their families in navigating the overly complex health system.
Our Philosophy
Your values define you and your family. They should be your guiding principles when it comes to making your healthcare decisions. When someone is dealing with a serious medical condition, either their own, or a loved one, it is oftentimes overwhelming, on so many different levels. Having a private Patient Advocate liaison at your side means you have someone who is 100% unbiased, someone who is not on the payroll of a hospital or insurance company. This is because we are on your side. Our interests align with your values, ensuring you will get the care you need and deserve.
At Values Based Patient Advocates, we understand each person is an individual and that just because a treatment for a specific disease may be the standard of care, you should be fully informed as to all treatment options, so you can choose what you feel is best for you. Only you can make health and life decisions for yourself. Our company operates with a slightly old fashioned motto that presents timeless value: Attention and Service. Attention to your needs, concerns and questions. Service, making sure that your concerns are addressed, questions answered, and decisions, based on your values are properly implemented.


Dedicated Offices meeting your needs in patient and financial advocacy.


Years of Combined Experience in patient advocacy and financial advocacy.


of Cases helped and Clients satisfied
Our Values
I found this in my mother’s things after she passed away. — Gwendolyn Klein
No one will ever get out of this world alive.
Resolve therefore to maintain a sense of values.
Take care of yourself. Good health is everyone’s source of wealth.
Without it, happiness is almost impossible.

Resolve to be cheerful and helpful. People will repay you in kind.
Avoid angry zealots. They are generally humorless.
Resolve to listen more, and talk less. No one ever learns anything by talking.

Be chary of giving advice, wise men don’t need it, and fools won’t heed it.
Resolve to be tender with the aged, sympathetic with the striving,
And tolerant of the weak and the wrong.
Sometime in life I will have been all of these.

Do not equate money with success.
There are many successful money-makers who are miserable failures as human beings.
What counts most about success is how a woman achieves it

Our Team

Gwendolyn B. Klein
Founder & CEO Director of Patient of Advocacy
Gwendolyn B. Klein is the Founder of Values Based Patient Advocates and has been advocating for eleven years. Gwendolyn grew up in Northern Virginia, and lived there until the age of 25 when she moved to Northern California, where she married, and had 2 beautiful boys. Her first serious encounter with the medical system was when her firstborn son was in kindergarten. He fell off the monkey bars at school and was taken to the hospital. The doctor, while leaning over her young son’s bed in the emergency room said, “There is nothing more we can do for your son, we think he has bone cancer.” “I was lost, I had no idea what to do, and would have done whatever the doctors told me to do as long as they could save my son,” Gwen said. Her son Matthew, was diagnosed with Monostatic Fibrous Dysplasia, a disease where the patient is missing a “G” protein, which causes the bone to be brittle and break. It was at that point that Gwendolyn decided to go into nursing. Gwendolyn graduated from Dominican University of California with a Bachelor of Science in Nursing in 2006, despite the fact that she was a single mother of 2 very young boys.
In addition, Gwendolyn’s mother, who had moved in with her to help with the children, was diagnosed with lung cancer her first semester of nursing school. Her mother went into remission and Gwendolyn graduated with honors. She was also nominated by her entire nursing class to receive the Honorary Leadership award. Since that time Gwendolyn has lost both of her parents to cancer. “When my Mother was diagnosed I had just started nursing school. I had to take a recorder in with me because I knew I would never remember, much less understand, what the doctor was telling us”. Her mother passed away in 2008. “It broke my heart; she was my best friend. I know what it is like to feel lost when someone you love is sick, and I know what it feels like to lose someone you love due to an illness.” Our healthcare system is so broken, you have to have someone to hold your hand and lead you, so you don’t fumble, groping blindly, down a path you have never taken. “I’ve dedicate my life to helping others overcome our growing healthcare crisis.”
Brett W. Hagen
Co-Founder Director of Wealth Management
Brett has been advising individuals and families about financial matters for over fourty years. His approach is slow, methodical and empathetic. First establishing a warm rapport with clients, asking questions, to make sure that he understands what is important to them. Brett conducts annual meetings with clients to review performance, reconfirm financial health goals, or just make adjustments as economic or lifestyle conditions warrant.
Brett, and his wife Pat have raised their Family in Northern Virginia for over thirty years. They have a daughter, two sons and a granddaughter. He currently is on the Financial Council at his church.
Schlonte’ McGee
Director of Case Management

Schlonte’ McGee is the Director of Case Management at Values Based Patient Advocates. He is a Navy Veteran with 6 years of Naval service as a Hospital Corpsman specializing in laboratory sciences. He has a Master’s degree from Stratford University in Healthcare Administration and a Certificate of Health Sciences from The George Washington University District of Columbia.

After a six-year career in the Navy, Schlonte’ spent one year in Baltimore, Maryland working with non-profit organizations helping local residents obtain services such as; social services, health coaching, job placement and community organizing. He is passionate about helping people navigate the social service system as well as the healthcare system. Schlonte’ was born in Los Angeles California and is an enthusiastic Lakers fan he also enjoys hiking and playing board games with his wife and son.
Carlette Davis
Medical Bill Review Specialist
Carlette is our Medical Bill Review Specialist. She has over 20 years experience in Medical Billing and Coding across the DMV. She is a native of Alexandria Virginia, where she met and married her husband of 24 years, has three children, and one grandson.

Carlette has a passion for helping people who need assistance with understanding medical billing. Her healthcare knowledge was very important when her father was diagnosed with stage four cancer, she had to become his healthcare advocate.

After experiencing the life & death of a love one with cancer, she began her advocacy of helping people understand medical billing and financial options that are available.


Carlette was once again faced with another family member, with no health insurance, diagnosed with stage four cancer. After receiving the diagnose she wanted to know “who will help me with the treatment I need”. Carlette jumped into action, with her healthcare knowledge, her family member received the resources and medical treatment she needed up to the day of her passing.

When Carlette is not advocating for her community she enjoys time with family and reading.

Carlette believes everyone should receive healthcare, and have someone to help them understand medical billing without causing a family financial crisis.


Free eBook: My Health Guide

Take advantage of our experience with the healthcare industry and become a smarter patient.

Whether you’re going in for a routine checkup or need to keep track of medications: the following documents will help you prepare for your hospital visit, track medications, and keep on top of follow-ups. 

We are always developing new and better ways to serve patients.

We're working on new and improved experiences all the time that will make it easier than ever to navigate health care. Keep checking back!

In the meantime, you can reach Values Based Patient Advocates at gwendolyn@valuesbasedpa.com or (703) 222-1300.