Professional Advisors Network
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Professional Advisors NetworkDiocese of austin
It is essential to have a trusted professional when creating your will or other estate plans. The Diocese of Austin's Professional Advisors Network is a great resource if you are looking for a trusted professional advisor to assist you with estate and gift planning. Contact Dan Wierzbowski at 512-949-2496 for more information.
As stewards of the Catholic faith, the members of our Professional Advisors Network serve as important resources to our diocesan staff and parishes, as well as offering their professional expertise to individuals considering their estate plans and/or a charitable gift. 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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Become a Member
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Contact Us
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dan-wierzbowskiaustindiocese.orgAssociate Director, Planned Giving
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Attorneys
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John C. Blazier
Managing Director
Blazier, Christensen, Browder & Virr, PC
EMAIL
512-476-2622
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Matthew D. Doss
Partner
Doss & Rodriguez PLLC
EMAIL
979-776-1325
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Rob Hugos, JD, CPA, LL.M (Tax)
Partner, Director of Wealth Preservation and Protection
Texas Trust Law
Email
512-480-8828
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Teresa Shapiro
Teresa Shapiro Law
EMAIL
512-964-7872
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CPAs and Accountants
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Jack Dotson, CPA
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Evan Kirkpatrick, CPA
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Cherish van Mullem, CPA, JD, LLM
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Laurie D. Perkins, CPA
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Financial 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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AnthonyGuzman, CFP
Pioneer Wealth Management Group
Email
512-222-7360
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Kevin Kaylakie, CFP, CPWA
Chief Executive Officer
SineCera Capital
EMAIL
512-980-4600
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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 Advisors
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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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