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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.

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William Barnett
Executive Director of Financial Planning,
Michigan Financial Companies
248-663-4745
wbarnett@michiganfinancial.com

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Eric Backman, CFP
Wealth Management Advisor
Northwestern Mutual
313-209-5000
eric.backman@nm.com

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Deanna Cortese
CFCS
Archdiocese of Detroit
734-934-0818
cortese.deanna@aod.org

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David J. Gardiner, CFP, CIMA
Senior Financial Advisor
Senior Portfolio Advisor
Bell Duncan Gardner
248-645-7412
david.gardner@ml.com

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Michael J. Jameson
Member, Bodman PLC

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Craig Mathiesen, CPA, MST, CTFA
Rehmann-Tax Principal and Director of Estate and Trust Administration
248-579-1125
Craig.Mathiesen@rehmann.com

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Dennis M. Mitzel
Mitzel Law Group
734-668-4100
dmitzel@mitzellaw.com

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Chris Nemes, CPA
Raymond James
248-449-5436
chris.nemes@raymondjames.com

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Michael Tindall
Hilltop Investment Counsel
313-743-7579
michaeltindall@hilltopinvest.com

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Thomas W. Wiggins, CFP, M.S.M.
Principal, Rehmann Financial
248-579-1212
thomas.wiggins@rehmann.com

Jim Fydroski
President/Certified Financial Planner
Hass Financial Services
248-728-0028
jimfydroski@hotmail.com

Jeffrey Kirkman, AIF
Owner, KM Financial
313-308-1000
jkirkman@sigmarep.com

Paul Vandenheede, CFP®
First Vice President – Investments
Senior Portfolio Manager
UBS Financial Services
730 Penniman Ave.
Plymouth, MI 48170
Office: 734-582-6466
paul.vandenheede@ubs.com

John D. Vleko, CWS AIF
RFC Financial Planners
734-272-4224
john@rfcfinancialplanners.com

Igniting Hearts.

Invest. Serve. Grow.

Catholic Foundation of Michigan

1145 W. Long Lake Road, Suite 201
Bloomfield Hills, MI 48302

Phone: 248.204.0332

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