Planned Giving Advisory Council

The Catholic Foundation of Central Florida Planned Giving Advisory Council logo

 

Planned Giving Advisory Council
This Council comprises a group of active and talented charitable gift and estate planning professionals dedicated to the mission and vision of The Catholic Foundation of Central Florida (CFOCF). The goal is to support our community in realizing their philanthropic impact through a network of estate and financial planning professionals. The CFOCF and the Advisory Council Members will provide educational and networking opportunities to support Central Florida professionals with incorporating distinct services that will help their clients realize the philanthropic impact they have already accomplished through their giving and connect them to resources to further their philanthropic journey.

Planned Giving Advisory Council Members:

  • Serve as ambassadors in the Central Florida community.
  • Promote charitable and planned giving opportunities providing their clients not only tax benefits but also resources to help them realize their philanthropic goals.
  • Connect clients to philanthropic resources as appropriate including CFOCF which offers charitable giving tools compliant with Catholic/Christian social teaching and supports the financial future and growth of parishes, schools, and/or agencies, diocesan Catholic community, and the Catholic faith for future generations as well as Central Florida and local charities.
  • Assist as resources to CFOCF’s gift planning staff, and liaisons to engage existing and new charitable gift planning professionals with CFOCF’s and Council’s network.
  • Serve as resources for CFOCF educational presentations at Legacy Planning Seminars.
  • Members of the Council shall be chosen from the following groups, taking into consideration the geographic make-up of the committee to include Orange, Seminole, Osceola, Lake, Polk, Marion, Sumter, Volusia, and Brevard Counties.

Our members include:

  • Estate Planning Attorneys
  • Tax Attorneys
  • Financial Planners
  • Trust Officers
  • Certified Public Accountants
  • Investment Managers
  • Insurance Professionals
  • Other Interested Allied Professionals
  • Funeral Home Professionals

The Planned Giving Advisory Council membership is by invitation only for active Catholics in the Diocese of Orlando. Members are approved by the Board of Directors Development Committee. Members of The Catholic Foundation of Central Florida Board of Directors or Planned Giving Advisory Council may nominate a professional for membership. To find out more about the council, contact Madelyn Weed, CFRE, Vice President, Chief Donor Services Officer.

Council Members

Aaron J. Bert, CFP, AIF, CAP®
Parishioner at Annunciation
Financial Advisor
Certified Financial Group

Brendan Burke, CIMA, CRPC
Parishioner at Annunciation
Financial Advisor
The Burke/Cox Group

Garrett M. Burke
Founding Member
Parishioner at St. Mary Magdalen
The Burke/Cox Group

Darrell DeVaney, CFP, CAP®
Council Vice-Chair
Parishioner at St. Margaret Mary
Founder & Chief Wealth Architech
F4 Wealth Advisors

James Faubert, AAMS
Parishioner at St. Joseph, Winter Haven
Financial Advisor
Edward Jones

Christopher Garcia, CFP, MBA
Founding Member
Parishioner at St. Stephen
Private Client Advisor
Charles Schwab

Kathleen Hagerty, CAP®
Founding Member
Parishioner at St. Margaret Mary
Assistant Vice President, Gift Planning
University of Central Florida

Jaclyn Hall
Parishioner at St. Brendan
Financial Advisor
Primerica Financial Services

Alyson Hoffman, JD
Parishioner at Ascension in Melbourne Attorney
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

Amber Jade Johnson, JD
Parishioner at St. James Cathedral
Attorney at Law
Law offices of Amber Jade Johnson, PA

Wendy Mara, JD, CAP®
Council Chair, Eastern & Southern Deaneries
Parishioner at Prince of Peace
Principal Attorney
Mara Law, PA

Ty McCormack, CFP, AIF
Founding Member
Parishioner at St. James Cathedral
Wealth Advisor
Aksala Wealth Advisor

Gregory Meier, JD, CAP®
Parishioner at St. Margaret Mary
Attorney/Partner
Shuffield, Lowman & Wilson

Becca Noonan
Parishioner at St. Brendan
Financial Representative
Primerica Financial Services

Matthew O’Kane, JD
Parishioner of St. James Cathedral
Attorney/Shareholder
Lowndes, Drosdick, Droster, Kantor & Reed, PA

Ryan Plank, CFP, CPFA
Founding Member
Parishioner at St. Margaret Mary
First Vice President, Financial Advisor
RBC Wealth Management

Vanessa Skinner, JD
Parishioner at St. Stephen
Shareholder
Winderweedle, Haines, Ward & Woodman, PA

Johnny Svajko, CPA
Parishioner at Church of the Epiphany
Certified Public Accountant
Olivari & Associates CPAs & Consultants

Steve Thagard, MBA, CLU, ChFC, REBC, CFP
Founding Member
Parishioner at St. Margaret Mary
Wealth Management Advisor
Northwest Mutual

Robert Thomson, CPA, PFS, AIF, MBA, CAP®
Founding Member
Council Chair
Parishioner at St. James Cathedral
President & Chief Investment Officer
Trivergent Trust Company