Experience

Catholic Financial Life

• United States
• Insurance
• 100 - 200 Employee

• President and CEO

  • Jan 2022 - Present

• President

  • Jan 2021 - Jan 2022

  As president of Catholic Financial Life, I am responsible for leading strategic initiatives to help ensure we maximize opportunities for mission fulfillment and vision attainment. I direct day-to-day operations of the organization and oversee the executive leadership team. I champion a results-oriented, team-based culture and passionately advocate for the organization as a force for good in building a civil society. I also serve on and am accountable to the Board of Directors.

• Senior Vice President

  • Jan 2013 - Dec 2020

  Greater Milwaukee Area As part of the leadership team, I provide strategic direction and general oversight for our Sales, Marketing and Fraternal Departments. Working closely with department vice presidents and directors, I am focused on realizing organization-wide growth goals and improving our technology infrastructure.

• Vice President, Fraternal and Member Services

  • Mar 2011 - Dec 2012

  In addition to the Fraternal Department and the expanded chapter system of 1,500 volunteers that lead 221 chapters in 28 states, I added the role of director of our Member Services Department. These associates provide service and support to nearly 120,000 members and over 100 advisors.

• Vice President, Fraternal

  • Jan 2010 - Feb 2011

  Greater Milwaukee Area As I assumed the lead of the Fraternal Department, I was also closely involved in the merger of Catholic Knights and Catholic Family Life Insurance. I co-led the brand development task force that created the name, logo and all attributes of the Catholic Financial Life brand and served on the merger steering committee with a focus on strategic communications to chapter leaders, Home Office associates and our advisors.

• Fraternal Director

  • Jan 2009 - Dec 2009

  Greater Milwaukee Area I led a team of five associates to help nearly 800 volunteers in 140 branches put their faith in action through volunteer projects, fundraisers and social activities.



Fund Development Corporation

• Strategic Development Consultant

  • May 2006 - Dec 2008



St. Mary's Springs Academy and Catholic Memorial High School

• Director of Development

  • Apr 2003 - Apr 2006