About Us
Faithful Financial Guidance
Financial wisdom rooted in Catholic teaching and professional excellence.
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Built by Leaders Who Live Their Faith
Trusted Catholic Advisors was founded to bridge the gap between financial expertise and faithful living — so Catholics never have to choose between sound planning and Church teaching.
Co-Founder
Shannon Eusey
Shannon serves as the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Shannon graduated from the University of California, Irvine where she played Division I Volleyball. She received her MBA from the University of California, Los Angeles Anderson School of Business. As a dedicated philanthropist, Shannon has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon and her husband Rick have four children and reside in Newport Beach, California.
Co-Founder
Lauren Meier
Lauren is the Founder of Guided by Grace and a leader in helping Catholics align their financial lives with their faith background.
- Founder of a faith-centered financial education platform
- Advocate for Catholic investing and moral clarity in financial decisions
- Speaker and educator serving Catholic communities
- Dedicated to forming advisors who serve with integrity
Lauren brings theological grounding, educational leadership, and a heart for serving the Church.
Co-Founder
Kelly DiGonzini
Kelly serves as leading Beacon Pointe’s insurance, tax services, and all retirement plan services, as well as helping private clients determine and meet their financial and tax planning goals. She graduated from Gonzaga University School of Business with a concentration in Business Law, earned her Master of Science in Taxation (MST) degree from William Howard Taft University, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Kelly is also one of about 25 members across the country on Charles Schwab’s DAFGiving360 Advisory Council, whose mission is to increase charitable giving in the U.S. Kelly and her husband, Louis, are Legatus members. They spend their free time chasing their three young children and reside in Rancho Santa Margarita, California.
Why We Exist
For too long, Catholics seeking financial guidance have faced an impossible choice: accept conventional advice that ignores moral implications, or navigate complex financial decisions alone.
Trusted Catholic Advisors exists to eliminate that tension.
We believe financial planning is not morally neutral. Investment decisions matter. Estate planning matters. Stewardship matters.
And Catholics deserve advisors who understand that.