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

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

John Dennis Vleko 
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