Professional Advisor Group Connects Expertise with Mission
Professional Advisor Group Gathers for Morning of Connection
Last Wednesday, the Catholic Foundation of Michigan’s Professional Advisor Group gathered for a morning of conversation, connection, and shared purpose.
This Foundation’s PAG brings together attorneys, financial planners, CPAs, insurance professionals, wealth advisors, trust officers, real estate professionals, and many more who help individuals and families consider charitable giving as part of their financial and estate planning.
New and returning members introduced themselves and shared more about their work, their ties to the Catholic community, and what led them to connect with the Foundation. Members represented experience in estate planning, retirement and investment management, insurance, real estate, and charitable giving.
Among the new members welcomed was Christine Zarycky, who first became familiar with the Foundation through its support of the Immaculate Conception Ukrainian Catholic Schools Refugee Support Fund at her parish school. An attorney for more than 30 years, Christine focuses on tax planning and preparation, estate planning, and real estate, serving clients from her Birmingham and Downriver offices.
“Our Professional Advisor Group continues to grow with professionals who are not only leaders in their fields, but are also committed to serving others. Together, they help connect individuals and families with charitable giving opportunities that reflect their values and strengthen Catholic ministries across Michigan.”
Jean Ann Montagna
Director of Development, Catholic Foundation of Michigan
The Catholic Foundation of Michigan is grateful for the members of its Professional Advisor Group who generously share their time and expertise. As the group continues to grow, so does its ability to connect generous people with the ministries and causes they care about most.
Interested in Learning More?
The Catholic Foundation of Michigan welcomes professional advisors who are interested in charitable planning and supporting Catholic or faith-based clients.
To learn more about the Professional Advisor Group or future gatherings, please click here.