Professional Advisors
When creating your will, filing taxes or considering a complex gift, it is important to have a trusted professional ready to assist you. The Catholic Foundation’s Professional Advisors Group is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.

John Attwood
TRUST OFFICER
Vice President – Trust Officer
Cardinal Trust

Joseph A. Sapien
Attorney at Law
Joseph A. Sapien
Attorney at Law

Bret Hamilton
FINANCIAL ADVISOR
Wealth Management Advisor
Northwestern Mutual Wealth Management Company

Ryan Ferguson
FINANCIAL ADVISOR
Investment Advisor Representative RetireSmartNM

Teresa DeMenge
TRUST OFFICER
VP & Senior Trust Officer
Zia Trust, Inc.