Catherine has been a member of our team since 2019. She spent the first 6 years with our team as a registered assistant, where she approached every task with dedication and enthusiasm. Now an advisor, Catherine strives to help demystify complex financial concepts to make them digestible for her clients. She takes time to get to know each individual’s situation, personality, and risk comfort, to help create a plan suited specifically for their needs. She helps clients in every step of their financial journey but has a deep passion for helping younger professionals find their financial foothold.
Catherine has lived in the Centralia-Chehalis since she was 6, where she moved from Massachusettes. She holds Series 6, 7, 63, and 66 securities registrations. She graduated from Centralia College in June 2019 with her Bachelor’s of Applied Science – Applied Management, with an emphasis in Accounting. Post graduation, she worked for an Olympia based CPA firm working on individual tax returns. While studying at Centralia College she held the position of Publicist for the Rotaract Club of Centralia College, a club which she helped to start. Currently, she serves as the Director of the Public Relations Committee for Twin Cities Rotary. While not working, she spends time with her husband, William, their two cats, and her friends and family.