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Minnesota (MN)

Phill Curoe

Phill Curoe

Catholic Values Based Investing, Retirement Transition

Matthew Bearth

Matthew Bearth

Charitable Planning, Retirement Transition, Trusts/Estate Planning

Sarah Kang

Sarah Kang

Beginning Career/Young Family, Retirement Transition, Tax Planning

David Shestak

David Shestak

Beginning Career/Young Family, Business Owner/Entrepreneur, Retirement Transition, Student Loan Advising

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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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