Advisors
Partners In Planning
When retirement nears and you start to think about the future of your assets, having a trusted advisor to help you draft a will or navigate a planned gift is a valuable resource.
The Catholic Foundation’s Professional Advisors Group (PAG) are professionals that are available to help in estate and financial planning and other pertinent areas as you begin to assess the next chapter in your life.
The Catholic Foundation understands that some individuals are called to make a gift to charity, but wish to retain their existing financial advisor. The Catholic Foundation invites you to explore our Professional Advisor Choice Program.
Information for Advisors
PAG members are ambassadors for the work of The Catholic Foundation. In addition to offering their expertise to individuals in estate and gift planning, members have the opportunity to learn pertinent educational topics and network with other like-minded professionals throughout the year.
As stewards of the Catholic faith, PAG members serve as important resources to donors, parishes, constituent organizations and the Foundation staff.
Become A Member
PAG members attend quarterly meetings, receive a subscription to a weekly GiftLaw e-newsletter, receive the Blessings newsletter, and can participate in social events and mixers with other trusted professionals. Membership is $100/year.
PAG members also receive:
• Recognition in The Catholic Foundation’s Annual Report
• Listing of name and contact information on The Catholic Foundation’s website
• Free admission to the annual John L. Sauter Estate Planning Seminar, which includes 3 CEUs ($50 value)
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Accountants
Edward Wandtke, CPA, CVA
Accountant
St. John Neumann, SunburyWandtke & Associates, Inc.
(614) 891-3111
Attorneys
Daniel Bringardner
Attorney
St. Catharine, ColumbusOnda LaBuhn Ernsberger & Boggs Co., LPA
(614) 716-0507
James Cooper
Attorney
St. Edward the Confessor, GranvilleMorrow, Gordon & Byrd LTD
(740) 281-1382
Bradley Glover
Attorney
Our Lady of Perpetual Help, Grove CityKessler & Ballenger Co., LPA
(614) 454-3578
William McLoughlin
Attorney
St. Paul, WestervilleMetz, Bailey & McLoughlin LLP
(614) 882-2327
James Vonau
Attorney
Church of the Resurrection, New AlbanyDecker Vonau & Carr, LLC
(614) 744-4102
Financial Planners
Maureen Armstrong, CFP®
Financial Planner
Our Lady of Peace, ColumbusAntolino and Associates, Inc.
(614) 442-3355
James Atkinson CFP®, AIF®, MPAS
Financial Planner
St. Patrick, ColumbusColumbus Capital
(614) 656-1230
James D. Bishop, RICP®, CDF®
Financial Planner
St. Brigid, DublinMorgan Stanley Wealth Management
(614) 473-2469
Matthew Beeghley, CFP®, ChFC®, RICP®, CLU®, CAP®
Financial Planner
St. Mary, German VillageRiver Tree Wealth Management - Northwestern Mutual Private Client Group
(614) 857-4300
Cheryl Brown
Financial Planner
St. Joan of Arc, PowellCABS Financial Services LLC
(614) 844-6760
Juliana Damopoulos
Financial Planner
Our Lady of Perpetual Help, Grove CityCardinal Financial Advisors, LLC
(614) 457-3450
John Davidson
Financial Planner
St. Timothy, ColumbusKyleshill Financial Planning
(614) 395-1295
John Dossman
Financial Planner
St. Joseph, Circleville and St. Bernadette, LancasterEdward Jones
(740) 772-1002
Matthew Freiburger, CFA, CPA
Financial Planner
St. Brigid, DublinShuttleworth & Company
614-760-7738
Ryan Garland, CFP®
Financial Planner
St. Colman of Cloyne, Washington Court HouseCorient
(614) 481-6900
James Hankenhof, CFP®, CPWA®
Financial Planner
St. Brigid, DublinPlante Moran Financial Advisors
(614) 222-9110
Ben Hartings, CFP®
Financial Planner
St. John Neumann, SunburyTrinity Financial Advisors, LLC
(614) 848-7667
Liam Hurley, MTAX, CFA®, CAIA, CFP®, CIMA®, EA
Financial Planner
St. John ChrysostomSummit Financial Strategies, Inc.
(614) 885-1115
Christopher Shea Marmion, CFP® ChFC®
Financial Planner
Our Lady of Peace, ColumbusHorizon Partners Wealth Management
(614) 442-6295
John “Jack” Marmion
Financial Planner
Our Lady of Peace, ColumbusHorizon Partners Wealth Management
(614) 442-6294
Steven Meier, MSFS, ChFC®, CAP®, RICP®
Financial Planner
Holy FamilyCardinal Financial Advisors, LLC
(614) 457-3450
Steve Shadeed, MBA, CFP®
Financial Planner
St. Brendan, HilliardBrienza Financial Services
(614) 459-9170
Joe White, CFA, CFP®
Financial Planner
St. Mary, German VillageJohnson Investment Counsel
614-365-9103
Insurance Advisors
Michael Dippold, FICF, IAR
Insurance Advisor
St. Mary, German VillageCatholic Order of Foresters
(614) 847-0689
James Hahn
Insurance Advisor
St. Bernadette, LancasterCatholic Order of Foresters
(740) 324-0702
Jon LaFramboise, CLU®, ChSNC®
Insurance Advisor
St. Andrew, ColumbusCentric Financial Group, LLC
(614) 218-6886
Jeffrey Lawler
Insurance Advisor
St. Catharine, ColumbusMillennium Brokerage Group LLC
614-571-6173
Trust Officers
Brad Walters
Trust Officer
Seton Parish, PickeringtonFifth Third Investor Services
614-203-2871
Other
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“Consider this: whoever sows sparingly will also reap sparingly, and whoever sows bountifully will also reap bountifully. Each must do as already determined, without sadness or compulsion, for God loves a cheerful giver.”
2 Corinthians 9: 6-7