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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

Parishes I serve

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS

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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Generous Donors Hit the Links for Foundation

Thank you to everyone who supported the 26th Annual Catholic United Financial Foundation Golf Tournament on Monday, September 9th. 85 golfers enjoyed beautiful weather at Historic Keller Golf Course in St. Paul, Minn. Together with our generous sponsors, we raised over $23,000 for the Foundation Priority Fund, supporting Catholic schools, parishes, and educational programs. Special...
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Financial Scams Targeting Older Adults and How To Avoid Them

Webinar: Financial Scams Targeting Older Adults and How to Avoid Them

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
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Expand Your Legacy: The Benefits of Giving Through a Qualified Charitable Distribution

The end of the year is fast approaching, and with it comes the deadline to take advantage of current tax benefits. To ensure that your gift counts for 2024, it must be funded by December 31, 2024. With political changes looming and the uncertainty of future tax legislation, now is the time to act. Don’t...
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