I am deeply dedicated to serving our clients, and I take a highly personal, concierge-style approach. I cover a range of services for our clients, such as onboarding, responding to their questions and helping our team deliver the solutions they develop.
My commitment to doing the right thing, paired with my operational experience, allows me to support how we serve each client’s unique circumstances and goals. It is immensely satisfying to witness the benefits of financial independence for our clients — living the lives they’ve dreamed of, making charitable gifts that make a difference and leaving their families a legacy they can be proud of.
After over a decade with Wells Fargo Advisors, I’m thrilled to be at &Partners, where our clients’ needs are at the forefront of every decision. I’m confident our clients are now better suited than ever to help reach their goals and aspirations.
About Catherine:
B.S., Virginia Commonwealth University
FINRA Series 7 and 66 securities registrations
Catherine lives with her family in Midlothian, Virginia.
