There are many professionals throughout our diocese that can assist you if you need someone to help you with accounting, financial planning or assembling documents for your estate.  The people below have participated in one of our Gift Planning information sessions and we encourage you to consider one of the following professionals who are aware of how important it is to document things correctly for the benefit of the Church.


Dale Brewster, Attorney at Law Law office of Dale Brewster Sun City Center 813-642-3563
Sean E. Hengesbach, P.A. Law Offices of Sean E. Hengesbach, P.A. Spring Hill 352-683-1963
Kevin Hernandez The Hernandez Law Firm, P.A. Clearwater 727-712-1710
David A. Hook The Hook Law Group New Port Richey 727-842-1001
Joe Pippen, Attorney at Law Law offices of Joseph F. Pippen, Jr. & Associates Largo 727-586-3306
Gilbert and Susan Rooth Rooth & Rooth, Attorneys at Law Seminole 727-397-4768

Financial Specialists

Robert N. Chiavacci Wells Fargo Advisors, LLC Clearwater 727-799-3400
Gary W. Cotter, CFP Cotter Financial, LLC Sun City Center 813-634-2000
Glenn Fasani Cassidy and Company, LLC (AXA Advisors) Tampa 813-877-7766
Paul J. Grande Ameriprise Financial Services Inc. Oldsmar 813-925-0215
Lindsey Hardee Crown and Crown Company, CPAs Clearwater 727-446-3091
David Harris Primerica Land O’Lakes 813-435-5252
J. Michael Jensen Jensen & Associates, Inc. Tampa 813-287-8379
Helen Marie Lee Wise Wealth Management Indian Shores 866-719-9195
Thomas McCabe Primerica Pinellas Park 727-637-6398
Thomas R. Moriarty, CPA Concierge Financial Organization, Inc St. Petersburg 727-824-8822
Rory O’Connor, AAMS Edward Jones Safety Harbor 727-725-2814
James P. Perrone Wells Fargo Advisors, LLC Bradenton 941-749-3262
Cedio S. Saltarelli Wells Fargo Advisors, LLC Clearwater 727-669-4904
Roger P. Swaine, Jr. Raymond James Financial St. Petersburg 727-567-2904
William G. Tapp Kirkland, Russ, Murphy & Tapp Clearwater 727-572-1400
Michael Whelan Sagicor Life Dunedin 727-743-6536
Jeffrey Zurek UBS Tampa 813-227-2827