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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Attorneys
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John C. Blazier
Founder
Blazier, Christensen, Browder & Virr, PC
EMAIL
512-476-2622
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Rudy Colmenero
Partner
Vacek, Kiecke, & Colmenero, LLP
EMAIL
512-472-2464
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Matthew D. Doss
Partner
Doss & Rodriguez PLLC
EMAIL
979-776-1325
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Suzanne Hack
Estate Planning & Probate Attorney
Sheehy, Lovelace & Mayfield, P.C.
EMAIL
254-772-8022
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CPAs and Enrolled Agents
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Jack Dotson, CPA
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Evan Kirkpatrick, CPA
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Laurie D. Perkins, CPA
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Cody Roos, EA
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Financial Advisors and Planners
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Bruce Bessner, CFP
President
Chisholm Trail Financial Group
Lincoln Financial Securities
Email
512-671-7526
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Eric Boyce, CFA NQPA
President & CEO
Boyce & Associates Wealth Consulting, Inc. EMAIL
512-522-4838
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Ken Ciani, CPA
Branch Manager
Ciani | Thomas Financial
EMAIL
512-469-0100
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Juan I. Creixell
Partner
Custos Family Office
Email
917-312-4256
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Jesus Silva De La Hoya, CFP, ChFC
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Matt DiTeresa
CEO
Forum Financial Group
Email
512-240-6889
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Andrew DybaRegistered Principal & Representative, Mortgage Loan OfficerPFS Investments, Inc,Primerica Financial Services512-626-5824
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Cass Grange
Financial Advisor
Watercolor Financial Group
Email
512-924-4447
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AnthonyGuzman, CFP
Pioneer Wealth Management Group
Email
512-222-7360
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Kevin Kaylakie, CFP, CPWA
President
Prime Capital Family Office, Partner
EMAIL
512-337-9855
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Matt MacKay, CFP, AAMS, CRPC
Vice President
MacKay & Associates
EMAIL
512-930-4576
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Terry McDaniel, CFA
Chairman
Terry McDaniel & Company -
Investment Counsel
Email
512-495-9500
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Funeral Preplanning Advisor
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Trust Officers
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Mary Mahlie, CWS, CRPC, AIM
Senior Vice President, Trust Officer & Wealth Advisor
EMAIL
512-776-8901
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