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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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FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Tips on selecting a life insurance beneficiary

How to Choose a Life Insurance Beneficiary

Here are six tips to consider when making this important financial decision.
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What can you do during the annual open enrollment period?

If you're enrolled in Medicare, the annual enrollment period gives you options, but only through Dec. 7th.
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Smart Money Moves Before 2021 Ends

Make some smart money moves before the end of 2021 rolls around.
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Medicare Open Enrollment Period starts Oct. 15

Medicare Open Enrollment Period starts Oct. 15. Are you ready for this important period of time for Medicare change?
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Learning From Each Other – Shoe Drive Fundraiser

Community pulled together to gather shoes to offer others a hand-up, not a hand out.
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