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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 Bonus Plus 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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total grants and scholarships given to the area I serve
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fundraising dollars matched in the last 12 months
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workshops & fundraising events in the last 12 months
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in post-high school tuition scholarships granted

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FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Catholic United Financial Board of Directors

Historic board election complete

First ever election held outside an annual convention is completed with high rate of delegate participation
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Volunteers invited to Gather4Good on Sept. 15

Family-friendly service event on Sept. 15, 2019 will support local charities serving people suffering from effects of abuse and homelessness
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How to bundle your charitable giving to increase tax savings

Bundling your charitable giving could provide you with additional tax savings by increasing the likelihood of exceeding the standard deduction.
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Geralyn Nathe-Evens is a columnist for Catholic United Financial

Father’s Day

Believe in Love Blog post about the challenge of embracing Father's Day when a father is no longer there to embrace.
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