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

John Attwood

TRUST OFFICER

Vice President – Trust Officer
Cardinal Trust

Joseph A. Sapien

Joseph A. Sapien

Attorney at Law

Joseph A. Sapien Attorney at Law
Bret Hamilton

Bret Hamilton

FINANCIAL ADVISOR

Wealth Management Advisor
Northwestern Mutual Wealth Management Company

Ryan Ferguson

Ryan Ferguson

FINANCIAL ADVISOR

Investment Advisor Representative RetireSmartNM

Teresa DeMenge

Teresa DeMenge

TRUST OFFICER

VP & Senior Trust Officer
Zia Trust, Inc.