Find an Advisor

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 Preferred Professional Advisors Group (PAG) is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.

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.

Are you an advisor looking to Join our Preferred Professional Advisors Group?For the Catholic Foundation, philanthropy is a ministry.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
Professional Advisors  |  Advisor Testimonials  |  Our Investment Team  |  Join Our Advisor Group  |  Find an Advisor

Eric Backman, CFP
Wealth Management Advisor
Northwestern Mutual

Deanna Cortese
CFCS Archdiocese of Detroit

Paul Erickson
Financial Advisor
Royal Oak Financial Advisors


David J. Gardiner, CFP, CIMA
Senior Financial Advisor
Senior Portfolio AdvisorBell Duncan Gardner

Mary Hoadley, AAMS®, CPFA, MBA
Financial Planner




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

Dennis M. Mitzel
Mitzel Law Group



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

Jeffrey Kirkman, AIF
Owner, KM Financial
Chris Nemes, CPA
Raymond James
Paul Vandenheede, CFP®
First Vice President – Investments
Senior Portfolio Manager
UBS Financial Services
John D. Vleko, CWS AIF
RFC Financial Planners