The Catholic Community Foundation’s Professional Advisors Council is composed of legal, wealth management, accounting, banking, and insurance experts.
Through the council, professional advisors:
Together we help archdiocesan ministries by connecting donor visions with community needs. To learn more about our Professional Advisors Council, please contact Executive Director Cory J. Howat.
The Catholic Community Foundation is grateful to our Council members for volunteering their time to help the foundation become a better resource to advisors and their clients. Click here for information to help your clients meet their giving goals.
Name | Firm | Area of Expertise |
---|---|---|
Andrew T. Sullivan, Chair | Baldwin Hapel Burke & Mayer, LLC | Attorney |
Marguerite "Peggy" Adams | Liskow & Lewis, APLC | Attorney |
Danica Ansardi, CLU, ChFC, MBA | Ansardi Financial Services, LLC | Financial Planning |
Hilton S. Bell | Milling Benson Woodward LLP | Attorney |
Mason Couvillon, CFP | Dardis Couvillon & Associates | Financial Planning |
Jennifer "Jenny" Doran, CPA, CGMA | Pedelahore & Co. LLP | Accounting |
Marcie duQuesnay, CPA | Bourgeois Bennett | Accounting |
Chris Durio, CFP | Hancock and Whitney Bank & Trust Asset Management | Financial Planning/Banking |
Michele Echols | Litchfield Cavo Attorneys at Law, LLP | Attorney |
Todd R. Gennardo | Denechaud and Denechaud, L.L.C. | Attorney |
Michele Guerin, CLU, ChFC, AEP, CLTC, CAP | New York Life | Insurance |
Caroline D. Lafourcade | Gordon, Arata, Montgomery, Barnett, McCollam, Duplantis & Eagan, LLC | Attorney |
Carole Cukell Neff | Sessions, Fishman, Nathan & Israel, L.L.C. | Attorney |
James "Jim" Nelson | Hancock and Whitney Bank | Banking |
Robert "Bob" L. Perez, CPA, J.D., AEP | Perez, McDaniel, Faust & Adams LLP | Attorney |
Laura Walker Plunkett | Stone Pigman Walther Wittmann L.L.C. | Attorney |
Phillip Ramelli, CFP | J.P. Morgan Private Bank | Financial Planning/Banking |
Patrick K. Reso | Chehardy, Sherman, Williams, Murray, Recile, Stakelum & Hayes, LLP | Attorney |
James "Jim" E. Ryder, Jr., CPA, APAC | James E. Ryder, Jr., CPA | Accounting |
Diana Dalton Stieffel, CFP, CRPC | UBS Financial Services | Financial Planning |
Betty Tedesco, LCSW, CMC | Retired-Founder of Home Care Solutions | Guardianship |
Cynthia S. Thompson, CRPC, AAMS | LPL Financial | Financial Planning |