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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

Legacy Killer: Could This Situation Undermine Your Estate?

If you are one of the 30 percent of Americans who have a will in place, you’re on the right track with your estate plan.
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Catholic United Financial Credit Union Appoints New Leadership

Catholic United Financial Credit Union (CUFCU) announced a new president.
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Medicare Annual Enrollment Period is Open Now Through Dec. 7th

It can be confusing to know what you can do during this time. We're here to help! 
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Is Your Life Insurance Living in the Past?

With the recent rise of inflation, it's a great idea to check in on your current policy.
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3 Myths About Life Insurance

Are any of these reasons stopping you from getting the life insurance coverage you need?
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Have You Done Enough to Protect Your Income from Market Downturns?

When the time comes to take income, our annuities can also create a lifetime income stream that can never go down or run out.
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