Professional Relationships

Discerned, not assembled.

No advisor holds the whole work of faithful stewardship alone. The organizations named here help me serve the families and institutions entrusted to my care.

A stone cloister walkway of repeating arches beside a quiet courtyard in early morning mist.
Why this page exists

A few relationships, carefully chosen.

The work of Catholic stewardship is older and larger than any one practice. Where another organization can help me serve a family more faithfully than I could alone, I am glad to work alongside it.

I do not collect partners. What I share with these organizations is a particular understanding of what capital is for, and that is what makes the relationship possible.

Nothing here should be read as an endorsement, agency, sponsorship, or exclusive arrangement. Each is simply a working relationship, described plainly. Each organization speaks for itself.

The Relationships

I.

Arimathea

An institutional Catholic investment philosophy rooted in moral theology and long-horizon corporate engagement.

I work with Arimathea because the questions Arimathea asks of capital are the questions I had already been asking. Its philosophy is not a screen applied at the end of a process; it is a sustained reading of Catholic moral theology oriented toward the dignity of the person, the integrity of work, and the long-term good of the communities capital touches.

Arimathea is one of the instruments through which the guidance I offer can be carried out. It is not the whole of my practice, and it is not the only path available to a family I serve.

II.

Caputo & Associates

The professional environment in which my office sits, and a foundation for my growth as an advisor.

My office is located within the offices of Caputo & Associates. It has also been a foundation for my professional growth and development — the setting in which I have learned the craft, tested my judgment against more experienced judgment, and been held to a standard higher than the one I would have set alone.

I name it here for accuracy and out of gratitude. Each practice remains responsible for its own work and its own advice.

III.

Catholic Order of Foresters

A Catholic fraternal benefit society whose protection products are available to the families I serve.

Protection is an unglamorous part of stewardship and one of the most consequential. A family's plan is only as durable as what happens to it in the years nobody planned for.

The Catholic Order of Foresters has served Catholic families for well over a century. Its fraternal character — members serving members, with charitable work woven through it — reflects a way of holding money I recognize and respect. Where its products fit a family's circumstances, I am able to offer them.

IV.

FCSLA Life

First Catholic Slovak Ladies Association — a Catholic fraternal society offering life insurance and annuities.

FCSLA Life carries a similar heritage: a Catholic fraternal society built by families, for families, with life insurance and annuity products offered alongside a genuine commitment to parish and community life.

For families thinking carefully about protection and guaranteed income inside a larger stewardship plan, it is a relationship worth having available. Whether it is the right one depends entirely on the family.

Additional relationships are considered with the same care.

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I would rather name a few relationships accurately than gather many quickly.