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Planned Giving Advisory Council

The Benedictine Sisters of Pittsburgh’s Planned Giving Advisory Council is made-up of community leaders who specialize in financial and estate planning such as attorneys, certified public accountants, trust officers, certified financial planners, certified life underwriters, stock brokers, and investment counselors.

As volunteers, they advise the Sisters’ Office of Office of Community Advancement in their efforts to market the Planned Giving Program, and they provide information about the benefits to benefactors who remember the Sisters in their financial and estate plans.

 

Sean M. Bannon, CFA, AIF®
Mill Creek Capital Advisors, LLC
GBU Financial Life Building
4232 Brownsville Road, Suite 129 • Pittsburgh, PA 15227
412-347-1050 • sbannon@millcreekcap.comwww.millcreekcap.com

Sean is a graduate of the University of Notre Dame and has worked in the investment industry since 1990. Sean has worked closely with the Benedictine Sisters since 2003. Sean and his wife Lacey live in Pittsburgh’s South Side along with their two Scottish Terriers.

   
William F. Barker
103 Maple Avenue • Pittsburgh, PA 15218-1521
412-242-1915 • Wfbarker2000@yahoo.com

Bill is an attorney who has been in private practice for over 25 years. His practice is concentrated in estate planning and estate administration.

   
Virginia I. Cook
1115 Lancaster Avenue • Pittsburgh, PA 15218
412-247-4894 • vicook@aol.com

Virginia is an attorney in Allegheny County who limits her practice to estate planning and administration. She is a graduate of St. Benedict Academy and an Oblate with the Benedictine Sisters of Pittsburgh.

   
John M. Lally, CPA, MBA, CVA, CFF
Lally & Co., LLC
5700 Corporate Drive, Suite 800 • Pittsburgh, PA 15237-5851
412-367-8190 • jmlally@lallycpas.comwww.lallycpas.com

Founder and Managing Partner of Lally & Co., LLC. John works directly with the owners and top management of their clients in business planning and coordination engagements. He also oversees the company’s business valuation and litigation support segment, along with expert testimony.

John began his professional career in 1978 with the Office of International Banking, within the U.S. Department of Treasury in Washington DC. He commenced his public accounting career in 1979 with the Pittsburgh office of PricewaterhouseCoopers, then known as Price Waterhouse. In 1983, he started his sole proprietorship that has evolved into Lally & Co. with 36 employees in their North Hills office.

In 1977, John received his Bachelor of Arts in Accounting from St. Vincent College. He received his MBA from The George Washington University with a focus on Finance and Investments in 1978. In 1982, John successfully earned his Certified Public Accountant accreditation in the state of Pennsylvania. In 1987, he earned his Certified Financial Planner designation and in 2001, his Certified Valuation Analyst accreditation.

   
Marjorie Ann Marotta
Brzustowicz & Marotta, PC
4160 Washington Road, suite 208 • McMurray, PA 15317
724-942-3789 • bmmlaw@brzmar.com

Attorney Marjorie Ann Marotta earned her J.D. (Juris Doctor) degree from the University of Pittsburgh School of Law, where she received the George Bloom Scholarship and was selected as a CALI Award winner.

While pursuing her law degree, Attorney Marotta completed a summer internship with the Southwestern Pennsylvania Legal Aid Society, where she worked on several cases dealing with family law issues.

Attorney Marotta’s path to the law has included many varied and enriching experiences that have given her a unique perspective.  A Rotary International Exchange Student, she spent a year in Brazil studying at the University Federale de Espirito Santo and teaching English to Brazilian students of all ages at a Speak Fast Language Center.

Upon graduation she joined the law firm of Day and Brzustowicz, is now a full partner in the firm of Brzustowicz and Marotta. Over the past decade, the law firm has expanded its practice to include Financial and Estate Planning, and moved to larger offices to better serve their clients.

   
Jack Miller, CFRE
Miller Consulting
25 Quail Hill Road, Suite 100 • Pittsburgh, PA 15214
412-600-6684 • jack@jackoutsidethebox.netwww.jackoutsidethebox.net

Jack is a professional speaker and registered fundraising consultant. During his 30-year career, he has conducted annual and capital campaigns, special events and estate planning seminars, written and produced two planned giving videos and helped individuals contribute millions of dollars to charity. He has served as Pittsburgh History & Landmarks Foundation's director of gift planning since 1999 and has been a development consultant since 1993, forming Miller Consulting in 2006. Jack is an Oblate with the Benedictine Sisters of Pittsburgh and an ordained deacon in the Diocese of Pittsburgh. In 2006, he and his wife Donna, a St. Benedict Academy graduate, received the Manifesting the Kingdom Award from then Bishop Donald W. Wuerl in recognition of their service at Incarnation of the Lord Parish.

   
Paul F. Stabile, Jr.
Director of Planned Giving
Catholic Diocese of Pittsburgh & Diocesan Foundation
111 Boulevard of the Allies • Pittsburgh, PA 15222
412-456-3055 • pstabile@diopitt.org www.diopitt.org

Paul works with individuals and organizations, especially those in the Catholic Diocese of Pittsburgh. He helps donors initiate revocable and irrevocable deferred gifts and major outright contributions through charitable gift annuities, wills, trusts, IRA rollover contributions, insurance gifts and other opportunities for the benefit of parishes, schools, social organizations and religious orders (to include the Benedictine Sisters of Pittsburgh). Paul, a member of Saint Patrick Parish in Canonsburg, has directed successful development programs and capital campaigns for Duquesne University, La Roche College and Saint Meinrad Seminary. Paul’s wife, Ila, is currently conducting a capital campaign for the Frank Sarri’s Public Library in Canonsburg. Ila and Paul are graduates of Duquesne University, as are their two children. Paul, who received the Distinguished Alumnus Award for Saint Meinrad Seminary in 2009, takes special pride in his work establishing permanently endowed funds for the Catholic Diocese of Pittsburgh Foundation to benefit charities within the Diocese of Pittsburgh.

   
Gregory W. Walkauskas, Esquire
8040 Edwood Road • Pittsubrhg, PA 15237-5615
412-913-1553 Cell • gwwalkauskas@yahoo.com

Gregory is an attorney who specializes in estate planning, wills, powers of attorney, estate administration and tax matters. Education: J.D. Duquesne University (1975), LLM New York University (1976), Certified Public Accountant (1971).
   
Edward M. Wielgus, VP
Northwest Savings Bank
532 Lincoln Avenue • Pittsburgh, PA 15202
412-724-2700 • ewielgus@nwbcorp.comwww.northwestsavingsbank.com

Ed has been in the banking industry for the past 30 years. He has held several senior management positions with local banks. Born and raised in Pittsburgh, he and his wife Marilyn have three children. He holds a Bachelors Degree from West Virginia University and a Masters Degree from Carnegie Mellon University. In addition to the Planned Giving Advisory Council, he serves on several local boards including Action Housing of Pittsburgh, The North Hills Educational Foundation, the North Suburban Builders Foundation, and the North Hills Board of Education. He is currently a Divisional Vice President with Northwest Savings Bank.

   

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