“I became a member of the Preferred Advisors Group to make an impact. I grew up in a Catholic household and attended Catholic schools; the Jesuit education motto is “men and women for others” and I strive to live those words daily.
I appreciate the passion that the Foundation’s leaders bring to the table. I’ve worked closely with Angela on a few projects and am continually blown away by her relentless drive. She is inspiring giving and assisting donors in providing for the long-term needs of Catholic organizations and I’m blessed to be a part of it.”
I have a tremendous admiration for the Foundation and tell my clients about it whenever I can. “
-Chris Nemes, CPA, CPFA, AAMS, Raymond James
More testimonials from our Preferred Professional Advisors are coming soon!
Learn from members of our Preferred Professional Advisors Group
|Leaving a Legacy through your RMD||Preparing your Giving Strategy: Why and How|
Resources for Families Considering a Private Foundation
|Planning for a Lasting Impact|