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Advisors

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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

Daniel Lacey

Accountant

St. Peter, Columbus
Clark Shaefer Hackett
(614) 885-0163
Email

Edward Wandtke, CPA, CVA

Accountant

St. John Neumann, Sunbury
Wandtke & Associates, Inc.
(614) 891-3111
Email

Attorneys

James Bownas

Attorney

St. Mary, Delaware
Hrabcak & Co., LPA
(614) 781-1400
Email

Daniel Bringardner

Attorney

St. Catharine, Columbus
Onda LaBuhn Ernsberger & Boggs Co., LPA
(614) 716-0507
Email

Richard Bringardner

Attorney

St. Brigid, Dublin
Bringardner Law, LLC
(614) 954-1000
Email

James Cooper

Attorney

St. Edward the Confessor, Granville
Morrow, Gordon & Byrd LTD
(740) 281-1382
Email

Andrew Doup

Attorney

St. John Neumann, Sunbury
SyndicationCounsel, LLC
(740) 504-3198
Email

Robert Dunn

Attorney

Our Lady of Victory, Columbus
Bailey Cavalieri LLC
(614) 229-3284
Email

Matthew Faehnle

Attorney

St. Agatha, Columbus
Faehnle Law Office
(614) 457-4113
Email

James Flaherty

Attorney

St. Paul, Westerville
James G. Flaherty Co., LPA
(614) 794-9595
Email

Lauren Fromme

Attorney

St. Peter, Columbus
Vorys, Sater, Seymour and Pease LLP
(614) 464-6352
Email

Jessa Gary

Attorney

Isaac Wiles
(614) 340-7412
Email

Bradley Glover

Attorney

Our Lady of Perpetual Help, Grove City
Kessler & Ballenger Co., LPA
(614) 454-3578
Email

Robert S. Hendrix

Attorney

St. Brendan, Hilliard
Hendrix Law
(614) 791-2622
Email

Joseph Kohler

Attorney

St. Michael, Worthington
Kohler & Smith Co., LPA
(614) 888-4911
Email

Geoffrey Kunkler

Attorney

Carlile Patchen & Murphy LLP
(614) 628-0806
Email

Nikki Mesnard

Attorney

St. Catharine, Columbus
Mesnard Law Office
(614) 506-1923
Email

William McLoughlin

Attorney

St. Paul, Westerville
Metz, Bailey & McLoughlin LLP
(614) 882-2327
Email

Miranda Morgan

Attorney

Ice Miller LLP
(614) 462-1064
Email

Joseph Nixon

Attorney

Basilica of St. Mary of the Assumption
Sitterley, Vandervoort & Nixon Ltd
(740) 653-0461
Email

Kevin Oles

Attorney

Our Lady of Victory, Columbus
Thompson Hine
(614) 469-3227
Email

Michael O’Reilly

Attorney

St. Peter, Columbus
O'Reilly Law Offices
(614) 893-9015
Email

John Posani

Attorney

St. Andrew, Columbus
Posani Law Office, LLC
(614) 442-4541
Email

Lorri Posani

Attorney

St. Andrew, Columbus
Posani Law Office, LLC
(614) 442-4541
Email

Stephen Proctor

Attorney

St. John, Logan
G. Drew Rolston, Atty., LLC
(740) 385-5604
Email

Cynthia Roberts

Attorney

St. Joan of Arc, Powell
Roberts Law Group, LLC
(614) 537-5797
Email

Ronald Rowland

Attorney

St. Peter, Columbus
Email

Thomas Schmitt

Attorney

Metz, Bailey & McLoughlin LLP
(614) 882-2327
Email

Daniel Ujczo

Attorney

St. Pius X, Reynoldsburg
Thompson Hine
(614) 469-3319
Email

Eric Van Buskirk

Attorney

St. Catharine, Columbus
Crane Group Co.
(614) 754-3000
Email

Christopher Vonau

Attorney

St. Matthew, Gahanna
Decker Vonau & Carr, LLC
(614) 744-4145
Email

James Vonau

Attorney

Church of the Resurrection, New Albany
Decker Vonau & Carr, LLC
(614) 744-4102
Email

Kaye Willi

Attorney

St. Paul, Westerville
Willi Law Office, LLC
(614) 890-0500
Email

Financial Planners

Christopher Adkins

Financial Planner

St. Agatha, Columbus
Ameriprise Financial Services
(614) 726-3418
Email

Maureen Armstrong, CFP®

Financial Planner

Our Lady of Peace, Columbus
Antolino and Associates, Inc.
(614) 442-3355
Email

James Atkinson CFP®, AIF®, MPAS

Financial Planner

St. Patrick, Columbus
Columbus Capital
(614) 656-1230
Email

Matthew Beeghley, CFP®, ChFC®, RICP®, CLU®, CAP®

Financial Planner

St. Mary, German Village
River Tree Wealth Management - Northwestern Mutual Private Client Group
(614) 857-4300
Email

James D. Bishop, RICP®, CDF®

Financial Planner

St. Brigid, Dublin
Morgan Stanley Wealth Management
(614) 473-2469
Email

Nicholas Boyden

Financial Planner

St. Catharine, Columbus
The Joseph Group
(614) 907-8634
Email

Shannon Branstetter

Financial Planner

Sacred Hearts, Cardington and St. Mary, Marion
Modern Woodmen of America
(740) 396-8233
Email

Cheryl Brown

Financial Planner

St. Joan of Arc, Powell
CABS Financial Services LLC
(614) 844-6760
Email

Dave Burgett

Financial Planner

St. John Neumann, Sunbury
Edward Jones Investments
(740) 936-5148
Email

Anthony Calvino

Financial Planner

Trinity Financial Advisors
(412) 218-0381
Email

Juliana Damopoulos

Financial Planner

Our Lady of Perpetual Help, Grove City
Cardinal Financial Advisers, LLC www.cardinaladvisers.com
(614) 457-3450
Email

John A. Davidson

Financial Planner

St. Timothy, Columbus
Kyleshill Financial Planning
(614) 395-1295
Email

John Dossman

Financial Planner

St. Joseph, Circleville and St. Bernadette, Lancaster
Edward Jones
(740) 772-1002
Email

Matthew Freiburger, CFA, CPA

Financial Planner

St. Brigid, Dublin
Shuttleworth & Company
(614) 760-7738
Email

Ryan Garland, CFP®

Financial Planner

St. Colman of Cloyne, Washington Court House
Corient
(614) 481-6900
Email

Adam Gough

Financial Planner

St. Brendan, Hilliard
PNC Bank
(937) 479-7112
Email

James Hankenhof, CFP®, CPWA®

Financial Planner

St. Brigid, Dublin
Plante Moran Financial Advisors
(614) 222-9110
Email

Ben Hartings, CFP®

Financial Planner

St. John Neumann, Sunbury
Trinity Financial Advisors, LLC
(614) 848-7667
Email

Maura Holowchak

Financial Planner

St. Andrew, Columbus
Mahler Wealth Management of Raymond James
(614) 442-2349
Email

Liam Hurley, MTAX, CFA®, CAIA, CFP®, CIMA®, EA

Financial Planner

St. John Chrysostom
Summit Financial Strategies, Inc.
(614) 885-1115
Email

Michael Hyzdu

Financial Planner

St. Thomas More Newman Center
UBS Financial Services: 3 Point Legacy Advisors
(513) 792-2122
Email

Sabra Kershaw

Financial Planner

St. Pius X, Reynoldsburg
First Commonwealth Bank
(614) 439-7366
Email

Jon LaFramboise, CLU®, ChSNC®

Financial Planner

St. Andrew, Columbus
Centric Financial Group, LLC
(614) 218-6886
Email

John “Jack” Marmion

Financial Planner

Our Lady of Peace, Columbus
Horizon Partners Wealth Management
(614) 442-6294
Email

Christopher Shea Marmion, CFP® ChFC®

Financial Planner

Our Lady of Peace, Columbus
Horizon Partners Wealth Management
(614) 442-6295
Email

Michael McGinnis

Financial Planner

St. Pius X, Reynoldsburg
Edward Jones
(614) 751-3954
Email

John McHugh, CPA, CFP®

Financial Planner

St. Agatha, Columbus
Corient
(614) 481-6900
Email

Steven Meier, MSFS, ChFC®, CAP®, RICP®

Financial Planner

Holy Family
Cardinal Financial Advisers, LLC www.cardinaladvisers.com
(614) 457-3450
Email

Dave Ritter

Financial Planner

St. Matthew, Gahanna
Thrivent
(614) 269-8449
Email

Steve Shadeed, MBA, CFP®

Financial Planner

St. Brendan, Hilliard
Brienza Financial Services
(614) 459-9170
Email

Joe White, CFA, CFP®

Financial Planner

St. Mary, German Village
Johnson Investment Counsel
(614) 365-9103
Email

Insurance Advisors

Michael Dippold, FICF, IAR

Insurance Advisor

St. Mary, German Village
Catholic Order of Foresters
(614) 847-0689
Email

James Hahn

Insurance Advisor

St. Bernadette, Lancaster
Catholic Order of Foresters
(740) 324-0702
Email

Philip King

Insurance Advisor

Seton Parish, Pickerington
HealthMarkets
(614) 524-5545
Email

Jeffrey Lawler

Insurance Advisor

St. Catharine, Columbus
Millennium Brokerage Group LLC
(614) 571-6173
Email

Heather MacKinnon

Insurance Advisor

Immaculate Conception, Columbus
Horizon Insurance Services
(614) 326-0200
Email

Michele Mercer

Insurance Advisor

Vilko Benefits Brokers, LLC
(614) 563-9900
Email

Matthew Tangeman

Insurance Advisor

St. Brendan, Hilliard & St. Christopher, Grandview
Knights of Columbus
(614) 586-5423
Email

Trust Officers

Linda Gause, CFP®

Trust Officer

St. Brigid, Dublin
Morgan Stanley
(614) 798-3243
Email

Abigail Rehbeck

Trust Officer

St. Francis de Sales, Newark
Park National Bank
(740) 349-3968
Email

John Shockley

Trust Officer

PNC Bank NA
(614) 463-7088
Email

James Trifelos

Trust Officer

Midwest Trust
(614) 375-1049
Email

Brad Walters

Trust Officer

Seton Parish, Pickerington
Fifth Third Investor Services
(614) 203-2871
Email

Other

Robert Franz, CRC®, MPAS®

Other

Church of the Resurrection, New Albany
Diocese of Columbus
Email

Carly Miller

Other

Cristo Rey Columbus High School
(786) 566-1113
Email

PAG members are required to pay an annual membership fee.  
Participation does not constitute an endorsement by The Catholic Foundation. 

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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