Professional Advisors Network

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What is the Professional Advisors Network?

Members of the Catholic Relief Services Professional Advisors Network form a nationwide community of philanthropically minded attorneys, fiduciaries, financial advisors, accountants, and real estate professionals.

The CRS Professional Advisor Network is intended to be mutually beneficial to its members, their clients, and the people CRS serves overseas. Members provide the highest level of professional service to their clients and help them achieve their charitable goals in a tax-wise manner. They inspire a new community of philanthropists who desire to serve our poorest and most vulnerable brothers and sisters overseas by increasing their awareness of CRS, one of the world’s leading international relief and development agencies.

 

 

CURRENT MEMBERS

(by State)

 

CALIFORNIA

Daniel Quane

Doyle Quane

571 Hartz Ave.

Danville, CA 94526

[email protected]

 

Carol Young Adams
Attorney at Law

18377 Beach Blvd.

Suite 291

Huntington Beach, CA 92648

[email protected]

 

Kevin Ghassomian
Partner

Venable, LLP

2049 Century Park E.

Suite 2300

Los Angeles, CA 90067

[email protected]

 

 

FLORIDA

Charles Arazoza
Partner

Arazoza & Fernandez-Fraga, P.A.

2100 Salzado Street

Suite 300

Coral Gables, FL 33134

[email protected]

 

Saidy Barinaga-Burch

Barinaga Law

3211 Ponce De Leon Blvd.

Suite 200

Coral Gables, FL 33134

[email protected] 

 

Rodger  Shay, Jr. 
Chairman

Anthem Bank & Trust

1 Alhambra Plaza

Suite 100

Coral Gables, FL 33158

[email protected]

 

Carlos A. Batlle
Managing Director

JP Morgan Private Bank

1450 Brickell Ave.

Floor 32

Miami, FL 33131

[email protected]

 

Rui Tavares
Vice President, Investments

UBS International

100 SE 2nd St.

25th Floor

Miami, FL 33131

[email protected]

 

Percy R.  Aguila, Jr.
Senior Vice President, Corporate Banking Division

BankUnited, N.A.

7765 NW 148th St.

Building 2

Miami Lakes, FL 33016

[email protected]

 

NEBRASKA

Michael Sands

Bairld Holm LLP

1700 Farnam St.

Suite 1500

Omaha, NE 68102

[email protected]  

 

NEW JERSEY

Thomas Whelihan
LLM, Taxation

The Whelihan Law Firm, LLC

1999 Malrton Pike East

Suite 4

Cherry Hill, NJ 08003

[email protected]

 

NEW YORK

Kevin Ghassomian
Partner

Venable, LLP

1270 Avenue of the Americas

24th Floor

New York, NY 10020

[email protected]

 

OREGON

Thomas Noble

Oregon Legal Center

2875 Marylhurst Dr.

West Linn, OR 97068

[email protected]

 

WISCONSIN

Louis Dodulik

Murdoch & Dodulik, S. C.

945 Elm Grove Rd., Suite 201

PO Box 5246

Elm Grove, WI 53122

[email protected]

 

Matthew P.  Demet
Partner

Spectrum Investment Advisors

6329 West Mequon Rd.

Mequon, WI 53092

[email protected]

 

Brian Amore
Managing Director

CIBC Private Wealth Management

743 N. Water St.

Milwaukee, WI 53202

[email protected]

 

Carl Hoborn

O'Neil, Connon, Hollmon, Dejong & Laing, S.C.

111 E. Wisconsin Ave.

Suite 1400

Milwaukee, WI 53202

[email protected]

 

Dennis W. Hollman

O'Neil, Connon, Hollmon, Dejong & Laing, S.C.

111 E. Wisconsin Ave.

Suite 1400

Milwaukee, WI 53202

[email protected]

 

 

 
 
Members of the CRS Professional Advisors Network include attorneys, financial advisors, and other professionals who have expressed a commitment to helping individuals create meaningful legacies.  Each advisor acts independently and is not employed by Catholic Relief Services.  Any reference to a specific advisor, business, or service does not constitute or imply an endorsement by Catholic Relief Services of that specific advisor, business, or service.  Independent due diligence is encouraged when choosing an attorney or financial advisor. 
 
 
 

For additional information please contact:

Richard Balmadier
Director, Planned Giving
Tel: 1-800-235-2772, ext. 7251