My journey as a certified financial planner (CFP®) began in 2015. I started at Vanguard and was highly influenced by its founder, Jack Bogle, and his philosophy that even one man can make a difference.

I held that philosophy with me throughout my work in financial planning, but the big transformation came on Divine Mercy Sunday 2019 - the day I came into the Catholic Church.

→ Meeting Jack Bogle, founder of Vanguard

Becoming Catholic did more than make me question my faith and outlook on life - it also affected how I looked at the financial planning profession. I knew I wanted to surround myself with like-minded individuals, so I joined The Catholic Financial Planner Network.

Armed with the philosophy of making a difference and my vigor for working with Catholic professionals, I founded Drexel Day Financial in 2022 to help Catholics use their money for God's greater glory.

← The day of my entry into the Church, Divine Mercy Sunday 2019

Drexel Day Financial is based out of the Greater Philadelphia area, the home of St. Katharine Drexel, but I work remotely in order to help Catholics all over the United States.

St. Katharine Drexel is an inspiring role model for using one's wealth to give glory to God and help others. Her father, a famous banker, left her a $15 million estate upon his death. She used this extraordinary wealth to minister to the needs of African and Native Americans - a model of the generosity that is possible with one's financial prosperity.

Oppositely, Servant of God Dorothy Day comprises the other half of our patronage as a testament to trust in God's providence - she led a life of radical, voluntary poverty in order to help others in financial need. Both of these women of God illustrate the twofold view Catholics should have of finances - generosity and reliance on God's plan.