Professional Advisors Network
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Professional Advisors NetworkDiocese of austin
Many of us start to think about what we will do with our assets as we approach retirement. Having a trusted advisor to help you create your will or a planned gift can be a valuable resource. The Diocese of Austin's Professional Advisors Network are professionals that are available to help you with estate and financial planning, as well as other important areas as you begin to consider these important topics.
As stewards of the Catholic faith, our Professional Advisors Network members serve as important resources to the Diocese of Austin and our donors, staff, parishes, schools, and Catholic organizations. -
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dan-wierzbowskiaustindiocese.orgAssociate Director, Planned Giving
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Become a Member
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Members Receive:
- Listing of name and contact information on the Diocese of Austin and Catholic Foundation - Diocese of Austin websites
- Opportunities to work with Diocese of Austin and Catholic Foundation donors
- Invitations to diocesan events
- Free subscription to our Planned Giving newsletters
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Business Services
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Mike Avera
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Eric Boyce, CFA NQPA
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Clarence Griggs
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Douglas W. Kuenstler
Senior Vice President | Senior Commerical Loan Officer
PlainsCapital BankRound Rock, Texas
EMAIL
512-506-2511
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CPAs and Enrolled Agents
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Evan Kirkpatrick, CPA
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Laurie Perkins, CPA
Director of Tax and Financial Planning
Traditions Wealth Advisors, LLCCollege Station, Texas979-694-9100
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Cody Roos, EA
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Kristine Stevenson Seale, EA
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Financial Advisors and Planners
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Bruce Bessner,
CFP®, LUTCFPresident
Chisholm Trail Financial Group
Lincoln Financial SecuritiesRound Rock, Texas
Email
512-671-7526
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Eric Boyce, CFA NQPA
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Ken Ciani, CPA
Branch Manager
Ciani | Thomas FinancialAustin, Texas
EMAIL
512-469-0100
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Juan I. Creixell
Managing Partner
Beacon AdvisorsAustin, Texas
Email
917-312-4256
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Matt DiTeresa
CEO
Forum Financial GroupAustin, Texas
Email
512-240-6889
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Andrew DybaRegistered Principal & Representative, Mortgage Loan OfficerPFS Investments, Inc,Primerica Financial ServicesCedar Park, Texas512-626-5824
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Cass Grange
Financial Advisor
Watercolor Financial GroupAustin, Texas
Email
512-924-4447
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AnthonyGuzman, CFP®
Pioneer Wealth Management Group
Austin, Texas
Email
512-222-7360
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Kevin Kaylakie,
CFP®, CPWAPresident
Prime Capital Family Office, PartnerAustin, Texas
EMAIL
512-337-9855
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Matt MacKay, CFP®, AAMS, CRPC
Vice President
MacKay & AssociatesGeorgetown, Texas
EMAIL
512-930-4576
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Mary Mahlie, CWS, CRPC, AIM
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Terry McDaniel, CFA
Chairman
Terry McDaniel & Company -
Investment CounselAustin, Texas
Email
512-495-9500
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