Professional Advisory Board
The Catholic Community Foundation builds strong communities by helping donors achieve their charitable goals. We are a leader, a catalyst and a resource for Catholic philanthropy. A vital resource for the Foundation is the Professional Advisory Board, which consists of estate planning attorneys, trust officers, CPAs, insurance agents and financial advisors. These advisors provide counsel and expertise to the Foundation as we work together to strengthen our Catholic community by helping donors achieve their charitable goals.
Members meet quarterly to communicate new ideas in charitable giving, learn about emerging issues in the financial and philanthropic sector and build fellowship among their peers. The Foundation is grateful to have the following motivated, qualified and charitable-minded professional advisors who help us to fulfill our mission: “to carry on the work of Christ by fostering philanthropy.”
| Name | Occupation/Job Title | Company/Organization |
|---|---|---|
| Paul Theut, Chair | Guardianship and Conservatorship Attorney | Theut and Theut |
| Charles R Kolesar, Vice-Chair | President, CLU, ChFC | Kolesar Insurance |
| Thomas Bade | Estate Planning and Tax Attorney | Thomas W. Bade PLC |
| Kevin Camberg | Certified Public Accountant (CPA) | Fester & Chapman P.C. |
| Ann Michele Couch | Certified Public Accountant (CPA) | Ann Couch Certified Public Accountant (CPA), PC |
| Michael Cronin | Estate Planning Attorney | Maynard Cronin Erickson Curran & Reiter, PLC |
| Roger D Curley | Estate Planning Attorney | Curley and Allison, LLP |
| Brian Dolasinski | Estate Planning and Business Attorney | Dolasinski, Miller Martin PC |
| Anthony V Ehmann | Estate Planning Attorney (retired) | |
| Donna Esposito | Certified Public Accountant (CPA) | RSM |
| John B Even | Estate Planning Attorney | Schmitt, Schneck, Smyth, Casey & Even PC |
| Will Froelich | CFA, CFP | Miller Russell Associates |
| James W Gallagher | Estate Planning Attorney (retired) | |
| David Gryp | Assistant Vice President - Trust Officer | First Western Trust |
| Phillip Gutilla | Certified Public Accountant (CPA) | Polsinelli |
| Bradley L Hahn | Estate Planning Attorney | Bradley L Hahn, PC |
| John G Hough | Estate Planning Attorney (retired) | Hough Law Office |
| Dan Hughes | Certified Public Accountant (CPA) | CBIZ |
| Eugene Keller, II | Estate Planning and Business Attorney | Keller Law Group PLLC |
| Carol Kern | VP and senior Portfolio Manager | Northern Trust |
| Gregory M Kruzel | Estate Planning Attorney | Braun Siler Kruzel PC |
| Patrick Kujawa | Regional Director | Halbert Hargrove |
| Jeffrey D Largay | Certified Public Accountant (CPA) | Edwards, Largay, Mihaylo and Co PLC |
| Jeffrey M Manley | Estate Planning and Business Attorney | May Potenza Baran & Gilliespie |
| James Sean McGettigan | Certified Public Accountant (CPA), CGMA | Eide Bailly, LLP |
| Thomas Murphy | Estate Planning and Elder Law Attorney | Murphy Law Firm Inc |
| Bruce Nordstrom | Certified Public Accountant (CPA) | Nordstrom & Associates PC |
| Debra Polly | Estate Planning and Nonprofit Attorney | Sherman & Howard |
| Jaime Ramirez | Principal Agent | Ramirez JC Insurance Services, LLC |
| Wayne Rich | Certified Financial Planner (CFP) | Merrill Lynch |
| Wesley Robinson | Corporate Attorney | Ballard Spahr LLP |
| Armando Roman | Certified Public Accountant (CPA)/PFS Wealth Manager | Axiom Financial Advisory Group, LLC |
| Christopher Siegle | Executive Director | JP Morgan Private Bank |
| Bridget O’Brien Swartz | Estate Planning and Elder Law Attorney | Dyer & Ferris, LLC |
| Stephen Thompson | Estate Planning, Real Estate and Business Attorney | Aspey Watkins & Diesel PLLC |
| Scott Wallace | Certified Public Accountant (CPA) | Wallace Plese and Dreher Certified Public Accountants and Consultants |