Planned Giving Advisory Council

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 professionals to assist you. Representing 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.

Advisory Council Members:

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 

Anthony C. Galier
Galier & Associates, P.C.
PO Box 1011, Oklahoma City, OK  73101
405-691-8669

Ellyn Novak Hefner
Chartered Special Needs Consultant
9901 N. May Ave., Suite 100, Oklahoma City, OK  73120
405-233-0928 

Amanda 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 

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 Radovcic
The Schroeder Group
13900 N. Portland Ave., Suite 101, Oklahoma City, OK 73134
405-849-9596 

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