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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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in post-high school tuition scholarships granted

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Older couple reviewing their RMD paperwork and calculations

Federal law changes 2020 RMD requirement

New CARES Act eliminates 2020 requirement for individuals 70 and a half years of age to take a Required Minimum Distribution from their retirement accounts
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Cookie matching grant fundraiser starts 30th year turning sugar into dollars

Volunteers with St. John the Baptist Local Council in Searles, MN raise thousands for Catholic schools every year through their annual cookie bake sale.
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Foundation reschedules golf tournament to fall of 2020

We have made the prudent but difficult decision to postpone the 2020 Catholic United Financial Foundation Annual Golf Tournament.
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Open for Business during shelter in place period

From the President: We are open for business during the shelter-at-home period

Catholic United will be OPEN for business for the duration of Minnesota's Shelter-At-Home order during our regular business hours.
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Ways to Help During Covid-19

Looking to volunteer in this time of need? Here are a few ways to pray, communicate, donate and give during the quarantine. 
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Near retirement? How to manage a financial storm

Turbulent markets are a signal that you need to be diversified in a way that some of your money is protected.
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