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. The goal is to support our community in realizing their philanthropic impact through a network of estate and financial planning professionals. The Catholic Foundation provides 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, Interim CEO.
Council Members
Aaron J. Bert, CFP, AIF, CAP®
Parishioner at Annunciation
Financial Advisor
Certified Financial Group
Joshua Black
Parishioner at St. Margaret Mary
Life Insurance Sales Executive
HUB International Florida
Brendan S. Burke, CIMA®, CRPC™
Parishioner at Annunciation
Senior Vice President Private Wealth Manager
Merrill Lynch The Burke Cox Group
Garrett M. Burke CPWA®, CFP®, CPFA®
Founding Member
Past Council Chair
Parishioner at St. Mary Magdalen
Senior Vice President Private Wealth Manager
Merrill Lynch The Burke Cox Group
Darrell DeVaney, CFP, CAP®
Council Chair
Parishioner at St. Margaret Mary
Founder & Chief Wealth Architech
F4 Wealth Advisors
Colleen M. Duris, B.C.S.Parishioner of Blessed Trinity, OcalaAttorney (Board Certified Specialist in Elder Law & VA Accredited)Colleen M. Duris, PA
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
Susan Rae Giacoletto, JD
Parishioner of Our Lady of the Lakes
Attorney at Law
Susan Giacoletto Law, LLC
Juan Grau, CPA
Parishioner at St. Margaret Mary
Private Wealth Manager
Creative Planning
Kathleen Hagerty, CAP®
Founding Member
Parishioner at St. Margaret Mary
Executive Director, Major & Planned Gifts
Nemours Children’s Health
Jaclyn Hall
Parishioner at St. Brendan
Financial Advisor
Primerica Financial Services
Amber Jade Johnson, JD
Parishioner at St. James Cathedral
Attorney at Law
Law offices of Amber Jade Johnson, PA
Alyson Kendust, JD
Parishioner at Ascension in Melbourne
Attorney
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Gary R. LoDuca CFP®, ChFC, AIF®
Parishioner at Immaculate Conception
Founder & Owner
Thoughtful Advisors
Sherry A. Madl
Parishioner at Our Lady of the Lakes
Financial Advisor
Edward Jones
Wendy Mara, JD, MBA, CAP®
Council Chair, Eastern & Southern Deaneries
Parishioner at Prince of Peace
Principal Attorney
Mara Law, PA
Ty McCormack, CFP, AIF, CAP®
Founding Member
Council Vice-Chair
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
Matthew Pineda
Parishioner at St. Margaret Mary
Attorney/Member
Pineda Law, PLLC
Anthony Pinizzotto, P.A.
Parishioner of Our Lady of Hope
Attorney/Owner
Law Office of Anthony Pinizzotto
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, CAP®
Founding Member
Parishioner at St. Margaret Mary
Wealth Management Advisor
Northwest Mutual
Robert Thomson, CPA, PFS, AIF, MBA, CAP®
Founding Member
Past Council Chair
Parishioner at St. James Cathedral
President & Chief Investment Officer
Trivergent Trust Company
Paula Yamakaitis
Parishioner at Our Saviour
CFO/Sr. VP Real Estate
Selfhelp Community Services