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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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Schools I serve

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
An exciting announcement for our future

Catholic United Financial announces intent to merge with Trusted Fraternal Life

Catholic United Financial announced that its Board of Directors has voted unanimously to recommend its merger with Trusted Fraternal Life.
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Catholic United Financial commissions local performer to create original show for Conference

Are you ready to attend a world premiere as part of our Triennial Conference in September? Catholic United Financial has commissioned artist Jeromy Darling to write and perform an original work as part of the Friday evening entertainment for this year’s Triennial Conference.
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Reintroducing: Nate Lamusga, Director of Relationship Management

My newly expanded leadership role at Catholic United Financial is to meet and have collaborative conversations with Catholic leaders to find mutually beneficial ways for Catholic United Financial and parishes to work together. We want to support the vision leaders have for their communities, aligned with our vision that all people be financially secure, faith-filled,...
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Set Up For Success: Raffle program helping schools improve in multiple ways

School leaders and Raffle Coordinators told us the impact of the Raffle continues and the excitement it generates year after year is still going strong.
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See you at the 2024 Triennial Conference

Mark your calendars for our upcoming Triennial Business Meeting and Leadership Conference in September 2024.
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Pitfalls to avoid when Downsizing

Avoiding common downsizing mistakes is crucial for a smooth transition to a simpler, more fulfilling lifestyle.
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