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When I was a missionary, God showed me He can give more than I could ever give back. Life is a gift and we’re called to grow in peace and generosity. 🕊️ Stewardship isn't about what we own…it's about how we own it. ------------------------------------- Financially, there's a lot of noise out there. - What google says. - What the culture says. - What our fears say. Catholics have a desire to live a full and meaningful life…but how does this play out financially? Many people that come to me have one or more of these concerns…🤔 - Analysis paralysis with what to do - Their advisor doesn't share their values - They're invested in companies that do harm - They are unsure how to handle an inheritance - There's a lack of peace surrounding their wealth - They worry about what they'll leave after they pass - They just don't have the time to manage everything - They want to sell their business but don't know where to go. - They've conformed everything in life to Christ except their finances - They need to set up benefits for their business/non-profit but don't know where to start. I help Catholic families, institutions, and business owners live out their financial mission and calling. 🙏 It's done through financial methods and tools… - Biblically responsible and USCCB compliant investing - Work benefits packages - health, life, disability, etc - Small business planning & selling strategies - Life Insurance & risk management planning - Business and non-profit retirement plans - Legacy planning strategies - Estate planning strategies - Tax-efficient Strategies - Retirement planning …but the result is a financial realignment. 🎯 ✔️ A simple plan for complicated problems. ✔️ A Christian plan that blesses the world. ✔️ A loving plan that is focused on the people you care about most. ------------------------------------- This is what I love about my clients and the people I serve… …they want to make a plan that will bless their family and glorify God. To share in this mission, send me a message. I'd love to help. ------------------------------------- My Faith Journey: Fifteen years ago, I had a profound experience with the Holy Spirit in Adoration. I was forever changed. After college, I served as a Catholic missionary and now continue my work of evangelization in the financial space. Who I serve: As a Catholic, I love serving other Catholics, Christians, and anyone who desires to use their wealth as a means to love and serve.
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