Insurance Professional

Dedicated. Local. Loyal. Trained. Flexible. Catholic.

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Sales Representative

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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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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Magazine Renewal notice Fall 2023

Magazine renewal time for members

Renew your subscription to Our Catholic Journey magazine and be entered to win!
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Member Advisor Travis Schmitz wins International FIC of the Year from NAFIC

Advisor Travis Schmitz awarded top honor by national association

Member Advisor Travis Schmitz awarded top honor by trade organization NAFIC
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Helping in a Time of Need: Donor Advised Funds Assist in Maui Wildfire Relief

Brushfires on Maui, fueled by high winds from Hurricane Dora passing to the south of Hawaii, broke out and rapidly engulfed Lahaina.
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You’re Invited! Upcoming Regional Member Gatherings

It’s a celebration of Catholic United Financial’s impact in our area and everyone is invited.
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Inflation & Life Insurance: Will You Have Enough?

Learning to factor in the economy to your coverage can help you stay better prepared for the future.
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Making Moves: Catholic United Opening New Financial Center in Fall 2023

We’re pleased to announce we’re opening our new Catholic United Financial Center this fall!
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