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
Christopher Siegle, Chair Executive Director JP Morgan Private Bank
Paul Theut, Vice-Chair Guardianship & Conservatorship Attorney Theut and Theut
Charles R Kolesar President, CLU, ChFC Kolesar Insurance
Thomas Bade Estate Planning and Tax Attorney Thomas W. Bade PLC
Kevin Boudreau Executive Vice President, CPA Boudreau Consulting, LLC
Kevin Camberg Certified Public Accountant (CPA) Fester & Chapman P.C.
Ann Michele Couch Certified Public Accountant (CPA) Ann Couch (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
Denise Foshe Tax Director CBIZ MHM, LLC
David Gryp President of Private Wealth Management First International Bank & Trust
Phillip Gutilla Certified Public Accountant (CPA) Polsinelli
Bradley L Hahn CEO Solidarity Health Sharing Ministry
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
James M. Lawrence Business and Finance Associate Fennemore Craig
Jeffrey M Manley Estate Planning and Business Attorney May Potenza Baran & Gilliespie
James S 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
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 CPA/PFS Wealth Mgr Axiom Financial Advisory Group, LLC
Ryan Scharber Estate Planning Attorney Hoopes, Adams & Scharber
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 CPAs and Consultants