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)

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]

Steven P. Haskett
Haskett & Associates
1465 Mrena Blvd.
San Diego, CA 92110
[email protected]

Steven D. Penrose
Certified Specialist in Estate Planning, Proate 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]

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]

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]

 

Mike Cannady
Special Counsel
Fleeson, Gooing, Coulson & Kitch, LLC
1900 Epic Center
301 N. Main
PO Box 997
Wichita, KS 67201
[email protected]

 

Mary Anne Frank
Drost Kivlahan McMahon & O'Connor LLC
11 S. Dunton Ave.
Arlington Heights, IL 6004
[email protected]

 

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]

Mark DeLuca, J.D. C.P.A.
Foster, Swift, Collins and Smith, PC
313 S. Washington Sq.
Lansing, MI 48933-2114
[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]

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]

 

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]

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]

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]

 

Amy M. Clark
Smith & Strege Ltd.
321 Dakota Ave.
PO Box 38
Wahpeton, ND 58075
[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]

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]

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]

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]

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]

 

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]