Professional Advisors Network
Ways to Give
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)
Carol Young Adams
Attorney at Law
18377 Beach Blvd.
Suite 291
Huntington Beach, CA 92648
[email protected]
Don Banner
Esquire
Banner & Bower, P.C., Attorneys at Law
P.O. Box 583
Pueblo, CA 81002
[email protected]
Erika Copenhaver
Attorney
Galanti & Copenhaver, Inc.
1180 Fourth Street
Santa Rosa, CA 95404
[email protected]
Holly Dubois
National Certified Guardian & CLPF
Fiduciary Solutions
1569 Solano Avenue
#494
Berkeley, CA 94707
[email protected]
Kevin Ghassomian
Partner
Venable, LLP
2049 Century Park E.
Suite 2300
Los Angeles, CA 90067
[email protected]
Steven P. Haskett
Haskett & Associates
1465 Mrena Blvd.
San Diego, CA 92110
[email protected]
Steven D. Penrose
Certified Specialist in Estate Planning, Probate and Trust Law
Penrose Chun & Gorman, LLP
1200 Pacific Ave.
Suite 260
Santa Cruz, CA 95060
[email protected]
Daniel Quane
Doyle Quane
571 Hartz Ave.
Danville, CA 94526
[email protected]
Tami Sandke
APC
Law offices of M. Tami Sandke, APC
1001 B Ave
Suite 300
Coronado, CA 92118
[email protected]
Kristin R. Wu, Esq.
Crist, Biorn, Shepherd & Roskoph
2479 East Bayshore Rd.
Suite 180
Palo Alto, CA 94303
[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]
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]
Carlos A. Batlle
Managing Director
JP Morgan Private Bank
1450 Brickell Ave.
Floor 32
Miami, FL 33131
[email protected]
Timothy Chiasson
Perri & Jennings, Attorneys at Law
4 Eleventh Ave.
Suite 1
Shalimar, FL 32579
[email protected]
Mr. Richard Fueyo
Attorney at Law
Trenam Law
101 E. Kennedy Blvd.
Suite 2700
Tampa, FL 33602
[email protected]
Andrew L. Jimenez, Esq.
Jimenez Law Offices, P.A.
205 SE 20th St.
Fort Lauderdale, FL 33316
[email protected]
Johnnie M. Jennings
Perri & Jennings, Attorneys at Law
4 Eleventh Ave.
Suite 1
Shalimar, FL 32579
[email protected]
Rodger Shay, Jr.
Chairman
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]
Mary Anne Frank
Drost Kivlahan McMahon & O'Connor LLC
11 S. Dunton Ave.
Arlington Heights, IL 6004
[email protected]
Brian K. Jones, Partner
Attorney at Law
Harrison, LLP.
333 West Wacker Drive
Suite 1700
Chicago, IL 60606
[email protected]
Mary-Ann Wilson
Attorney at Law
Harrison, LLP.
333 West Wacker Drive
Suite 1700
Chicago, IL 60606
[email protected]
Robert Stewart
Attorney
Crary Huff
329 Pierce Street
Suite 200
Sioux City, IA 51101
[email protected]
Matthew W. Bish
Partner
Foulston Siefkin LLP
1551 N. Waterfront Pkwy
Suite 100
Wichita, KS 67206-4466
[email protected]
Mike Cannady
Special Counsel
Fleeson, Gooing, Coulson & Kitch, LLC
1900 Epic Center
301 N. Main
PO Box 997
Wichita, KS 67201
[email protected]
Stewart Weaver
Special Counsel
Foulston Siefkin LLP
1551 N. Waterfront Pkwy
Suite 100
Wichita, KS 67206-4466
[email protected]
Carole Cukell Neff
Partner
Session Fishman & Nathan
400 Polydras St
Suite 2550
New Orleans, LA 70130-8317
[email protected]
Janice C. Nigro, Esq.
Attorney at Law
Nigro, Pettepit & Lucas, LLP
1 Inn St
Newburyport, MA 01950-2557
[email protected]
J. Calvin Jenkins, Jr.
Law Offices of J. Calvin Jenkins, Jr.
Suite 610 - PNC Bank Bldg
409 Washington Avenue
Towson, MD 21204
[email protected]
Krauthamer & Stahl
5530 Wisconsin Ave
Suite 801
Chevy Chase, MD 20815-4401
Natalie Peroutka
Ward & Co Law
308 Crain Hwy N, Suite 203
Glen Burnie, MD 21061-3090
(410) 775-5955
Jennifer ("Jenna") S. Pope
Paley Rothman
400 Hampden Ln.
6th Floor
Bethesda, MD 20814
[email protected]
Stephen H. Ring
Attorney at Law
9901 Belward Campus Dr.
Suite 175
Rockville, MD 20850
[email protected]
Barbara F. Taylor, CRPC
Senior Vice President, Financial Advisor
The Patuxent Group at Morgan Stanley
650 S. Exeter St.
Suite 1100
Baltimore, MD 21202
[email protected]
Diane Fox
Munger & Associates, PC
4545 Clawson Tank Dr.
Suite 100
Clarkson, MI 48346-2582
[email protected]
Melissa Sprague
Broughton and Sprague, PLLC
413 E. Cedar St.
PO Box 1159
Standish, MI 48658
[email protected]
Steven E. Ness
Business Law Center, PLC
12800 Whitewater Dr.
Suite 100
Minnetonka, MN 55343
[email protected]
Elizabeth Deming, Esq.
Attorney at Law
Lamprecht Law, PLLC
251 W Broadway
Suite 2
Plainview, MN 55964-1288
[email protected]
Peter L. Radosevich
Radosevich Law Office
3 Highway 61 East
PO Box 384
Esko, MN 55733-0384
[email protected]
Michael Sands
Baird Holm LLP
1700 Farnam St.
Suite 1500
Omaha, NE 68102
[email protected]
Richard D. Chatwin JD/MBA
Gerrard Cox Larsen
2450 St. Rose Parkway
Suite 200
Henderson, NV 89074
[email protected]
Michael V. Dowgin, Esq.
Attorney at Law
2413 US Highway 130
Dayton, NJ 08810-1530
[email protected]
Pauline C. Gebhardt, Esq.
Attorney at Law
Finney Law
10000 Lincoln Dr E
Suite 201
Marlton, NJ 08053-3105
[email protected]
Rachel Shaffer Gersie, Esq
Attorney at Law
Fendrick Morgan
1950 Route 70 East
Suite 200
Cherry Hill, NJ 08003
[email protected]
Edward A. Gramigna, Jr.
Partner
Faegre Drinker Biddle & Reath, LLP
600 Campus Drive
Florham Park, NJ 07932
[email protected]
Alexander J. Graziano, Esq.
Attorney at Law
Graziano & Campi, LLC
155 Pompton Avenue
Suite 206
Verona, NJ 07044
[email protected]
Marize Helmy, Esq.
The Manna Helmy Law Group
66 S. Maple Ave.
Ridgewood, NJ 07450
[email protected]
Diane Hoagland, Esq.
Hoagland, Longo, Moran, Dunst & Doukas, LLP
40 Paterson St.
PO box 480
New Brunswick, NJ 08903
[email protected]
Robert H. Taff
Taff, Davies, and Kalwinsky
143 Route 70
Toms River, NJ 08755
[email protected]
Thomas Whelihan
LLM, Taxation
The Whelihan Law Firm, LLC
1999 Malrton Pike East
Suite 4
Cherry Hill, NJ 08003
[email protected]
Melissa Reeves-Evins
Attorney at Law
Melissa Reeves, P.C.
200 West Cruces Ave
Suite A
Las Cruces, NM 88005-1803
[email protected]
Mr. Robert M. Ciesielski
Attorney at Law
1332 Walden Ave
Buffalo, NY 14211-2851
Kevin Ghassomian
Partner
Venable, LLP
1270 Avenue of the Americas
24th Floor
New York, NY 10020
[email protected]
Ryan F. McCann, Esq.
Attea & Attea, P.C.
11 Main Street
Hamburg, NY 14075
[email protected]
Amy O'Hara
Littman Krooks LLP
800 Westchester Ave.
S-436
Rye Brook, NY 10573
[email protected]
Raphan Law Partners, LLP - Probate and Estate Planning
7 Penn Plaza
8th Floor
New York, NY 10001
[email protected]
Joann C. Rosenstrach, Esq.
Rosenstrach & Beaver, LLP
40 W Boston Post Rd.
Mamaroneck, NY 10543
(914) 381-3534
Christopher Urban
Financial Consultant
ClearPlan Financial, Inc.
6470 New Taylor Road
Orchard Park, NY 14127
[email protected]
Michael Wagner, Esq.
Partner
J&G Law, LLP
158 Orange Avenue
Walden, NY 12586
[email protected]
Carolina Family Estate Planning
201 Commonwealth Court
Suite 100
Cary, NC 27511
[email protected]
Amy M. Clark
Smith & Strege Ltd.
321 Dakota Ave.
PO Box 38
Wahpeton, ND 58075
[email protected]
Lewis Gatch, Esq.
Attorney at Law
Gatch Law Offices
8050 Hosbrook Rd
Suite 102
Cincinnati, OH 45236-2907
[email protected]
Stephen B. Hoffsis
Attorney at Law
Buehner, Hoffer, Meyers, Koenig CO, LPA
Atrium Two, 221 East 4th Street
Suite 2300
Cincinnati, OH 45202-4125
[email protected]
Troy D. Nixon
Partner and Attorney-at-Law
McKeanSmith
1140 SW 11th Ave.
Suite 500
Portland, OR 97205
[email protected]
Thomas Noble
Oregon Legal Center
2875 Marylhurst Dr.
West Linn, OR 97068
[email protected]
Elisa J. Cavalier JD
Vice President
RW Baird
12570 Perry Highway
Wexford, PA 15090
[email protected]
Robert H. Lugg, Esq.
Lugg & Lugg
350 E. Water St.
Lock Haven, PA 17745
[email protected]
Pauline C. Gebhardt, Esq.
Attorney at Law
Finney Law
10000 Lincoln Dr. E
Suite 201
Malrton, NJ 08053-3105
Finney Law also accepts clients resident in PA
[email protected]
Rachel Shaffer Gersie, Esq
Attorney at Law
Fendrick Morgan
1950 Route 70 East
Suite 200
Cherry Hill, NJ 08003
Fendrick Morgan also accepts clients resident in PA
[email protected]
Charles Y. Mansell, Esq.
Mansell & Andrews
414 N. Jefferson Street
New Castle, PA 16101
[email protected]
Randal J. McDowell, Esq.
801 Old York Rd.
Noble Plaza Suite 221
Jenkintown, PA 19046
[email protected]
Victor H. Wanjura, III
Hund, Krier, Wilkerson & Wright, PC
3217 34th St.
Lubbock, TX 79410
[email protected]
Jennifer A. Lucey, JD
Counsel - Speaks French
Shannon Mullins & Wright LLP
124 S. Royal St.
Alexandria, VA 22314
[email protected]
G. Christopher Wright, JD CPA
Partner
Shannon Mullins & Wright LLP
124 S. Royal St.
Alexandria, VA 22314
[email protected]
Tobin O’Connor Concino, P.C.
5335 Wisconsin Avenue, N.W.
#400
Washington, DC 20015
David Lowell
Attorney at Law
Lowell Law Office
P.O. Box 1346
Burlington, WA 98233
[email protected]
Angie Myers
Laird Norton Wealth Management
801 2nd Ave., Suite 1600
Seattle, WA 98104
[email protected]
Brian Amore
Managing Director
CIBC Private Wealth Management
743 N. Water St.
Milwaukee, WI 53202
[email protected]
Matthew P. Demet
Partner
Spectrum Investment Advisors
6329 West Mequon Rd.
Mequon, WI 53092
[email protected]
Louis Dodulik
Murdoch & Dodulik, S. C.
945 Elm Grove Rd., Suite 201
PO Box 5246
Elm Grove, WI 53122
[email protected]
Carl Holborn
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]
Bradley J. Kalscheur
Partner & Leader, Wealth Planning
Michael Best & Friedrich, LLP
790 N. Water St.
Suite 2500
Milwaukee, WI 53202
[email protected]
Matthew J. Linn, Esq.
Attorney at Law
2327 N. Murray Ave.
Milwaukee, WI 53211
[email protected]
Ryan Long, Esq.
Attorney at Law
Sturgil & Long, S.C.
312 Silver St
Hurley, WI 54534-1254
[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]
Legal Name, Address, and Tax ID
Catholic Relief Services - United States Conference of Catholic Bishops
228 West Lexington Street
Baltimore, Maryland 21201-3413
Federal Tax ID: 13-5563422
Contact the Planned Giving Team
Don't see what you need? Use our online form to get in touch!
Or call us at 800-235-2772 (select the option for Planned Giving)
