Gift Planning Advisory Council
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The help of a trusted professional can be invaluable when considering a complex gift, filing taxes, or creating a will or trust. The Catholic Foundation of Oklahoma has an outstanding group of men and women to assist you. They represent a variety of backgrounds, from estate planning attorneys and CPAs to financial planners and insurance experts. Please contact a member of our Gift Planning Advisory Council as you consider a planned gift.
Tom Avant
Managing Director, Wells Fargo Advisors
2100 S. Country Club Rd., El Reno, OK 73036
405-422-5808
David Bernstein
Financial Consultant, Charles Schwab
13710 N. Pennsylvania Ave., Suite 2, Oklahoma City, OK 73134
405-775-1016
Ellyn Novak Hefner
Chartered Special Needs Consultant
9901 N. May Ave., Suite 100, Oklahoma City, OK 73120
405-233-0928Amanda Hoffman
Financial Advisor, Wells Fargo Advisors
211 N. Robinson, 1 Leadership Square, Suite 1600, Oklahoma City, OK 73102
405-278-2499
Bill Hughes, CFP
T.S. Phillips Investments
3401 NW 63 Suite 500, Oklahoma City, OK 73116
405-943-9433
Eric A. Hughes
Hughes Law
301 W. Britton Rd. No. 16182, Oklahoma City, OK 73113
405-896-0815
Nicole Hughes
Senior VP, Primerica
5712 NW 132 Street, Suite 2, Oklahoma City, OK 73142
405-605-1699
Ted Hughes
Financial Planner, Hughes Warren Inc.
16350 Muirfield Place, Edmond, OK 73013
405-418-4080
Jude Offiah
Woodman Financial Resources
2601 Northwest Expressway, Suite 510W, Oklahoma City, OK 73112
405-840-4429
Michael Rainbolt
Cornerstone Wealth Services
3308 NW 135 Street, Suite 300, Oklahoma City, OK 73120
405-216-2032
Denis Rischard
Elder Law Attorney, Rischard & Associates
101 Park Ave., Suite 1125, Oklahoma City, OK 73102
405-235-2393
Andrew Schmidt
CPA, Schmidt & Associates
4303 N. Meridian Ave., Oklahoma City, OK 73112
405-946-8300
Greg Schmidt
CPA, Schmidt & Associates
4303 N. Meridian Ave., Oklahoma City, OK 73112
405-946-8300
Sang Tran
Financial Advisor, Edward Jones
12120 N. Rockwell Ave., Suite A, Oklahoma City, OK 73162
405-720-6596
Janet Wedman
Senior VP, Arvest Bank
9350 S. Western Ave., Oklahoma City, OK 73139
405-419-3718
Trey Welker
Independent Advisor Representative, Knights of Columbus
1019 Waterwood Parkway, Bldg. E, Edmond, OK 73034
405-850-4092
James S. Wood
Senior VP, Merrill Lynch Wealth Management
4811 Gaillardia Parkway, Suite 200, Oklahoma City, OK 73142
405-752-5312