Catherine works alongside the Wealth Managers providing clients with a professional and positive financial planning experience. Catherine handles client and coworker requests with exceptional attention to detail.
“I’m committed to providing and achieving excellent client service by not only meeting but exceeding our clients’ expectations each and every time.”
Catherine’s strengths lie in her ability to research and analyze complex financial situations. As much as she enjoys the analytic side of her job, Catherine also enjoys working and communicating directly with clients.
Catherine was born and raised in Austin. She returned to Texas after attending school in Tennessee and living in New York. Outside of the office, you might find Catherine going to a movie, running, eating Mexican food, or hunting with her family. No matter where you see her, you’ll be sure to find Catherine with her Biewer Yorkie, Gonzo, whom she takes with her everywhere.
Education & Accreditations: