Learn, Network, And Grow
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!
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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 Info@catholicfoundationmichigan.org
Join the Professional Advisor Group Today | Fact Sheet | Pay Annual Dues Online
Sustaining PAG Members
Scott G. Bennett, CFP
Sr. Vice President, Wealth Management
Peninsula Private Wealth of Raymond James
248-593-2988
scott.bennett@raymondjames.com
Paul Erickson
Financial Advisor
Royal Oak Financial Advisors
248-672-4769
paul@royaloakfinancialadvisors.com
Jim Fydroski, CFP
President/Certified Financial Planner Hass Financial Services
248-728-0028
jimfydroski@hotmail.com
David J. Gardiner, CFP, CIMA
Senior Financial Advisor
Senior Portfolio AdvisorBell Duncan Gardner
248-645-7412
david.gardiner@ml.com
Michael J. Jameson
Member, Bodman PLC
(313) 392-1079
mjameson@bodmanlaw.com
Jeffrey Kirkman, AIF
Owner, KM Financial
313-308-1000
jkirkman@sigmarep.com
Chris Nemes, CPA
Raymond James
248-449-5436
chris.nemes@
raymondjames.com
Patrick Romzek
Executive Director,
Andrew’s Place
248-838-3112
promzzek@andrewsplace.org
Paul Schultz
Associate Attorney
Mitzel Law Group PLC
734-668-4109
pschultz@mitzellaw.com
Paul Vandenheede, CFP®
First Vice President – Investments
Senior Portfolio Manager
UBS Financial Services
734-582-6466
paul.vandenheede@ubs.com