Professional Advisor Group

When filing taxes, creating your will or considering a complex gift, it is important to have a trusted professional ready to assist you. The Catholic Foundation of Michigan’s Professional Advisors Group (PAG) is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.

At the Catholic Foundation, our expertise is Catholic philanthropy, and we serve as a partner to lawyers, accountants, financial advisors, and other professionals so that your Catholic clients achieve their charitable goals through current giving and planned gifts. We work closely with you to tailor a fund or deferred giving arrangement to meet the charitable and tax objectives of your clients. While you are welcome to retain your existing financial advisor and work with the Catholic Foundation of Michigan to make a gift, the members of the PAG are particularly familiar with our unique offerings and services.

Learn + Network + Grow by signing up to join this dynamic group for an annual membership fee of only $100!



  • Listing of contact information on the Catholic Foundation website
  • Recognition in annual report
  • Free admission to annual Estate Planning CEU Seminar 
  • Invitation to Foundation events, social mixers, and private mass with other faithful Catholics
  • Work with Foundation’s donors and leverage additional gifting options
  • Represent your parish through the Foundation’s professional network


  • Educate members on the Catholic Foundation’s impact and mission
  • Support our members’ growth by leveraging the Foundation’s charitable tools and resources
  • Unite individuals around pertinent educational topics such as estate and gift planning
  • Offer professional expertise to those who are navigating charitable giving options
  • Cultivate growth in faith stewardship throughout the Church in Michigan

We look forward to partnering with you. For more information about how we can help you as you help your clients, contact Angela Moloney at 248.204.0332 or

Join the Professional Advisor Group Today | Fact Sheet | Pay Annual Dues Online


Sustaining PAG Members


Eric Backman, CFP
Wealth Management Advisor
Backman Wealth Management – Northwestern Mutual


Scott G. Bennett, CFP
Sr. Vice President, Wealth Management
Peninsula Private Wealth of Raymond James


Deanna Cortese
Catholic Funeral & Cemetery Services
Archdiocese of Detroit


Paul Erickson
Financial Advisor
Royal Oak Financial Advisors


Jon Everly
Managing Member
Strobl Sharp, PLLC



Jim Fydroski, CFP
President/Certified Financial  Planner Hass Financial Services


David J. Gardiner, CFP, CIMA
Merrill Lynch, The BDGSW Group
Resident Director, Wealth Management Advisor

Michael J. Jameson
Member, Bodman PLC
(313) 392-1079

Patrick Romzek
Executive Director,
Andrew’s Place

Paul Schultz
Associate Attorney
Mitzel Law Group PLC

Phil Serra, CFP
Merrill Lynch,  Bank of America
Managing Director