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Professional Advisors Network

- Professional Advisors Network
  
  Diocese 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 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:
  
  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
  
  Opportunities for networking events and educational opportunities
  
  Subscription to our Planned Giving newsletters
- Become a Member
  
  Online Membership Form
- Contact Us
  
  Dan Wierzbowski
  
  Associate Director, Planned Giving
  
  (512) 949-2496
  dan-wierzbowskiaustindiocese.org
Attorneys
- John C. Blazier
  
  Managing Director
  Blazier, Christensen, Browder & Virr, PC
  EMAIL
  512-476-2622
- Matthew D. Doss
  
  Partner
  Doss & Rodriguez PLLC
  EMAIL
  979-776-1325
- Rob Hugos, CPA, LLM (Tax)
  
  Partner, Director of Advanced Planning
  Texas Trust Law
  Email
  512-480-8828
- Teresa Shapiro
  
  Teresa Shapiro Law
  EMAIL
  512-964-7872
Business Services
- Eric Boyce, CFA NQPA
  
  President & CEO
  Boyce & Associates Business Valuations, LLC
  EMAIL
  512-522-4838
- Douglas W. Kuenstler
  
  Senior Vice President | Senior Commerical Loan Officer
  EMAIL
  512-506-2511
Financial Planners
- Bruce Bessner, CFP
  
  President
  Chisholm Trail Financial Group
  Lincoln Financial Securities
  Email
  512-671-7526
- Eric Boyce, CFA NQPA
  
  President & CEO
  Boyce & Associates Wealth Consulting, Inc. EMAIL
  512-522-4838
- Juan I. Creixell
  
  Partner
  Custos Family Office
  Email
  917-312-4256
- Matt DiTeresa
  
  CEO
  Forum Financial Group
  Email
  512-240-6889
- Donovan Gaudin,
  CFP
  
  Knights of Columbus Asset Advisors
  EMAIL
  
  512-775-7427
- Cass Grange
  
  Financial Advisor
  Watercolor Financial Group
  Email
  512-924-4447
- Anthony
  Guzman, CFP
  
  Pioneer Wealth Management Group
  Email
  512-222-7360
- Kevin Kaylakie, CFP, CPWA
  
  Chief Executive Officer
  SineCera Capital
  EMAIL
  512-980-4600
- Matt MacKay, CFP, AAMS, CRPC
  
  Vice President
  MacKay & Associates
  EMAIL
  512-930-4576
- Terry McDaniel, CFA
  
  Chairman
  Terry McDaniel & Company -
  Investment Counsel
  Email
  512-495-9500
- Amy Moraczewski
  
  Senior Wealth Planner
  Zions Bancorporation
  Email
  408-314-0919
- Angel Santiago
  
  Senior Partner
  Cedarwood Financial Partners
  EMAIL
  254-935-3383
- Brien Smith, CFP
  
  President
  Spirit Fiduciary & Traditions
  Wealth Advisors
  Email
  979-694-9100
- Jeff Socha
  
  Founder
  Socha Capital Wealth Strategies
  Email
  512-240-2244
Funeral Preplanning Advisors
- Michael
  Giambelluca
  
  Preplanning Advisor
  Dignity Memorial Funeral Homes
  Email
  512-454-5611
Insurance Advisors
- Mickey Batsell CLU, CASL, MBA, FLMI, CLTC, CSA
  
  Owner
  EMAIL
  512-260-0051
- Gabe Kennedy
  
  Managing Partner
  Stewardship Financial Group
  Email
  726-223-1957
Trust Officers
- Mary Mahlie, CWS, CRPC, AIM
  
  Senior Vice President, Trust Officer & Wealth Advisor
  EMAIL
  512-776-8901