The Foundation partners closely with estate planning, tax, wealth management, insurance, and other related professionals. We value the input, feedback and ideas generated through relationships with advisors and aim to deepen and strengthen these relationships whenever possible.

The Foundation’s Advisor Steering Committee (ASC) is an important medium through which we engage with Advisors and receive valuable feedback about our offerings.

If you’re interested in joining CCF’s Advisor Steering Committee, contact Marie Galetto-Dugoni at galetto@catholiccf.org

ASC Leadership Team

Andy Alves, Frank, Rimerman + Co., LLP
Brad Baron, RBC Wealth Management
Maria Palomares, Berliner Cohen LLP
Brandon Rebboah, Berliner Cohen LLP
Jennifer Silvas, Sensiba LLP
Vicki Viso,Viso Insurance Services

Advisor Steering Committee Members

Erinn Andrews, Give Team
Richard Baer, Legacy Capital Group
Christina Bedolla, Ferrari, Ottoboni, Caputo & Wunderling LLP
Frank Boitano, Abbott, Stringham & Lynch
Steven Braccini, Sheppard Mullin
Lisa Intrieri Caputo, Ferrari, Ottoboni, Caputo & Wunderling LLP
James Cashman, Berliner Cohen LLP
Jaime Chavez, Altos Bank
Lauren Corman, The Corman Law Offices
Tom Crotty, Sensiba LLP
Jennifer Cunneen,Cunneen Law
Dave Davis, Johanson & Yau Accountancy Corp.
John Doyle, WealthPLAN, PC
Mitchell Edwards, Jordan Park
Katherine Efting, Efting & Godfrey, LLP
Jennifer Elmenhurst, Enterprise Trust and Investment Co.
Kathy Fitzpatrick, Fitzpatrick & Tucker, Inc.
Tom Glascott, Eckley Lombardi Glascott, LLP
Jesus Gonzalez, Law Offices of Ann Marshall Robbeloth
Andrea H. Hensler, Ramsbacher Prokey Leonard LLP
Sara Hire, Lathrop GPM
Shane Jacksteit, Edward Jones
Mark Johnsen, Wealth Architects, LLC
Larry Kuechler, CPA
Jacky Lares, Wealth Architects, LLC
Dermott Larkin, Cypress Wealth Services
Anne LeClair, Law Office of Anne E. LeClair
Marisa Martinson, Berliner Cohen LLP
Julia Matsudaira, Jordan Park
Tim Maximoff, Hoge Fenton Jones & Appel, Inc.
Nancy Moriarty, Rimerman + Co., LLP
Yulia Murzaeva, GHJ
David Ogburn, BNY Wealth
Charles Packer, Lathrop GPM
Ann Robbeloth, Law Offices of Ann Marshall Robbeloth
David Sacarelos, Baker Tilly LLP
John D. Sensiba, Sensiba LLP
Sandra Sepulveda, Berliner Cohen LLP
Brian Shetler, Berliner Cohen LLP
Daniel Soares, Morgan Stanley
Juliet Song, CBIZ, Inc.
Andrea Starrett, Starrett Law
Leslie Yarnes Sugai, Sugai & Sudweeks
Charles Volpe, Berliner Cohen LLP
Jennifer Wise, BNY Wealth
Nathan Wright, Baker Tilly LLP

Additional Advisor Links

Articles for Professional Advisors