Professional Advisors Network

What is the Professional Advisors Network?

Members of the CRS 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 most vulnerable brothers and sisters around the world by increasing awareness of CRS as one of the world’s leading international relief and development agencies.

Current Members (by state)


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
Venable, LLP
2049 Century Park E.
Suite 2300
Los Angeles, CA 90067
[email protected]


Charles Arazoza
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]

Carlos A. Batlle
Managing Director
JP Morgan Private Bank
1450 Brickell Ave.
Floor 32
Miami, FL 33131
[email protected]

Rodger Shay, Jr.
Anthem Bank & Trust
1 Alhambra Plaza
Suite 100
Coral Gables, FL 33158
[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]


Michael Sands
Baird 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
Venable, LLP
1270 Avenue of the Americas
24th Floor
New York, NY 10020
[email protected]

Christopher Urban
Financial Consultant
ClearPlan Financial, Inc.
6470 New Taylor Road
Orchard Park, NY 14127
[email protected]


Thomas Noble
Oregon Legal Center
2875 Marylhurst Dr.
West Linn, OR 97068
[email protected]


Elisa J. Cavalier
Vice President
Hefren-Tillotson, Inc.
12570 Perry Highway
Wexford, PA 15090
[email protected]


Louis Dodulik
Murdoch & Dodulik, S. C.
945 Elm Grove Rd., Suite 201
PO Box 5246
Elm Grove, WI 53122
[email protected]

Matthew P. Demet
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 Catholic Relief Services 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 CRS. Any reference to a specific advisor, business, or service does not constitute or imply an endorsement by CRS 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: 800-235-2772, ext. 7251
Email: [email protected]