Pioneer Wealth Management Group

What inspired you to start this business?

Everyone deserves quality financial advise but Catholics need their values represented in all areas of their life especially their finances. The intersection of Faith & Finance is my passion! #centstosaints

How does your faith shape your work?

It is the source of my identity and the lens of how I work to help folks to have financial peace of mind

What's a favorite patron saint or scripture?

I consider that the sufferings of this present time are not worth comparing with the glory to be revealed. Romans 8:18

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

We employ the financial planning process to help families grow in peace of mind and detachment from material wealth to focus more on their Vocation and spiritual life. We help folks organize, optimize, and stewards the resources that God has entrusted to us. Clients tell us what they feel called to and we backwards plan to make their goals possible. I help clients experience both financial clarity and a deeper walk with Christ. Some of the ways this has made a real impact include: Eliminating debt so families can move forward with freedom and confidence. Investing with confidence without compromising values Launching, running, and exiting businesses with the right financial foundation to succeed. Increased charitable giving with joy and tax efficiency, without fear of falling behind financially. Funding children’s education while balancing other long-term goals. Retiring earlier than expected, with peace of mind about income and lifestyle. Purchasing homes that align with both needs and stewardship principles. Most recent impact has been preparing a client financially for the Deaconate