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Daniel Heidel

Daniel Heidel

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

John Gugle

John Gugle

Retirement Transition, Tax Planning

Nick Shiver

Nick Shiver

Beginning Career/Young Family, Business Owner/Entrepreneur, Catholic Values Based Investing, Charitable Planning, Retirement Transition, Tax Planning

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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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