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Insurance Professional

Dedicated. Local. Loyal. Trained. Flexible. Catholic.

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Need a more PREDICTABLE return on your investment?

Place your ‘Safe’ money with Catholic company that has a 140-year-old track record of people helping people. Consider a Single Premium Annuity for safe, controlled, predictable growth.

Upcoming Workshops

Learn estate planning, retirement saving, final expense planning and more from a Catholic perspective.

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Faith-Fueled Financial Cooperative

Transforming profits into purpose to promote for and care for our extended catholic family

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FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Survey finds adulthood tied to financial responsibility

Is adulthood more challenging today than it was 30 years ago?

There’s a milestone happening in 2025 that you might not be aware of. The youngest generation of adults – Gen Z—is reaching the age of 27. A recent study found that they are only now starting to think of themselves as truly entering adulthood. So, how do we as a culture define adulthood?
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Catholic United Financial Raffle begins Jan. 20 for 72 Catholic K-8 schools 

At Catholic United Financial, we believe that connection is a key to growth. We lead one of the most impactful fundraisers for Catholic schools in the Upper Midwest--our annual Catholic United Financial Raffle. Since 2009, this program has raised more than $15 million for Catholic education. 
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Trusted Fraternal Life Family of Brands

Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.
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When You Hear Hoofbeats, You Look For Horses, Not Zebras: Bob Heuermann’s Survival Story

Doctors gave Bob Heuermann, Executive Director of Catholic United Financial Foundation, less than a 30 percent chance of survival after his autoimmune disease diagnosis in July.
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Why Corpus Christi Church Joined Catholic United Financial Credit Union: A Model for Parishes and Organizations

When Corpus Christi Church sought a new financial partner, their priority was finding an institution that aligned with their Catholic mission and values. This search led them to Catholic United Financial Credit Union (CUFCU), a mission-driven credit union with a faith-based approach.
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Avoid the Top Four Financial Scams Targeting Senior Adults

Senior adults are often targeted by scammers using tactics like fake prize winnings, fraudulent tech support, fake debt collection, and emergency scams. These schemes aim to steal money and personal information. Stay informed, recognize the warning signs, and take steps to protect yourself and your finances.
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