It's essential to have a trusted professional when creating your will or other estate plans, as well as understand any related tax implications. If you need a trusted advisor to assist you, the Diocese of Austin's Professional Advisors Network is a great resource for finding an estate planning attorney, financial planner, accountant, insurance professional, trust officer, and funeral director. Contact Dan Wierzbowski at 512-949-2496 or for more information.
Professional Advisors Network members serve as a resource to donors, parishes, and diocesan staff and offer their professional expertise to individuals considering a charitable gift. Members receive:
Partner
Rigby Slack Lawrence Berger Akinc Pepper + Comerford
Email
512-225-6586
President
Chisholm Trail Financial GroupLincoln Financial Securities
Email
512-671-7526
Partner
Custos Family Office
Email
917-312-4256
CEO
Forum Financial Group
Email
512-240-6889
Preplanning Advisor
Dignity Memorial Funeral Homes
Email
512-454-5611
Financial Advisor
Watercolor Financial Group
Email
512-924-4447
Pioneer Wealth Management Group
Email
512-998-2178
Partner, Director of Advanced Planning
Texas Trust Law
Email
512-480-8828
Managing Partner
Stewardship Financial Group
Email
726-223-1957
Chairman
Terry McDaniel & Company -
Investment Counsel
Email
512-495-9500
Senior Wealth Planner
Zions Bancorporation
Email
408-314-0919
President
Spirit Fiduciary & Traditions
Wealth Advisors
Email
979-694-9100
Managing Partner
Socha Consulting
Email
512-240-2244