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 your 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:
Managing Director
Blazier, Christensen, Browder & Virr, PC
EMAIL
512-476-2622
Partner
Doss & Rodriguez PLLC
EMAIL
979-776-1325
Partner, Director of Advanced Planning
Texas Trust Law
Email
512-480-8828
Teresa Shapiro Law
EMAIL
512-964-7872
President
Chisholm Trail Financial Group
Lincoln Financial Securities
Email
512-671-7526
President & CEO
Boyce & Associates Wealth Consulting, Inc. EMAIL
512-522-4838
Partner
Custos Family Office
Email
917-312-4256
CEO
Forum Financial Group
Email
512-240-6889
Vice President
MacKay & Associates
EMAIL
512-930-4576
Chairman
Terry McDaniel & Company -
Investment Counsel
Email
512-495-9500
Senior Wealth Planner
Zions Bancorporation
Email
408-314-0919
Senior Partner
Cedarwood Financial Partners
EMAIL
254-935-3383
Senior Vice President, Trust Officer & Wealth Advisor
EMAIL
512-776-8901