Nautical Star Financial Group LLC

What inspired you to start this business?

I couldn't find another business that helped catholic business owners with Family Office types of services.

How does your faith shape your work?

I run our firm on the Catholic values and principles given to us by our Catholic faith.

What's a favorite patron saint or scripture?

I have so many favorite Saints. With that said, St. Joseph is my favorite Saint when it comes to work, as he's recognized as the patron saint for workers. I like the image of St. Joseph and Jesus working together with Mary close by. It reminds me of my work environment where I have more junior workers that I'm teaching. Additionally, Mary represents another family member present and that we need to treat each other all as family, take care of each other and communicate efficiently as we work together glorifying God in our work. Saint Joseph holds more titles than most. As a result, what a great model to look towards, to ask for intersession and to model one's life after St. Joseph.

What's one thing you'd like customers to know?

Wealth management for the Catholic business owner. We identify what's most important to you and then make systematic plan to address those issues. The most meaningful impacts are seeing and hearing all the appreciation people have for the value we bring to them, making things simple and easy to execute on, and having a financial advisor that has designed a plan accordingly to the catholic values that they close to their heart.