Professional Advisors Directory

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.

Attorney
Matthew Urrea

Matthew Urrea
Attorney at Law
Walk-in Wills

Financial Advisor
Ryan Ferguson

Ryan Ferguson
Investment Advisor Representative
Gateway Financial Advisors / retireSmartNM

Trust Officer
Teresa DeMenge

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