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Daniel Heidel

Daniel Heidel

Catholic Values Based Investing, Charitable Planning, Tax Planning, Tax Preparation

Bob Knode

Bob Knode

Business Owner/Entrepreneur, Catholic Values Based Investing, Equity Recipients (RS/RSU SOP ESPP), Retirement Transition, Tax Planning, Tax Preparation

Ben Martinek

Ben Martinek

Student Loan Advising, Tax Planning, Tax Preparation

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As Catholics, we are morally obligated to be great stewards of finances. Areas like debt, prudent use of income, investing, and even choosing your path to wealth, are all areas that should be viewed from a Catholic worldview.

Because our world is constantly changing, financial planning from a Catholic perspective requires study and thought leadership from serious Catholics in finance.

Our network was created for this reason.

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