Cathy’s role is to ensure we utilize the most efficient processes and technology to put your solutions and strategies in place. She is intimately involved in the behind-the-scenes work that keeps the financial and business planning process running smoothly. When implementing investment and protection strategies, Cathy will work with you directly to make sure it is done efficiently, timely, and accurately. She is also responsible for many client service needs and is a dedicated problem solver.
Cathy is a graduate of the University of Idaho and enjoys cycling, hiking, camping, playing piano, violin and guitar. An accomplished artist, she enjoys a variety of cultural interests available here in Northeast Ohio.