Catherine brings extensive expertise and a passion for creating efficiencies to her role as Director of Operations. With a Bachelor of Business Administration in Finance from Columbus State University, she holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses and earned her PMP (Project Management Professional) designation in 2023. Since entering the investment services industry in 2016, Catherine has specialized in streamlining operations, implementing strategic projects, and supporting advisors and clients with complex cases.

Outside of work, Catherine enjoys spending quality time with her husband and two cats. She loves outdoor adventures, including paddleboarding, hiking, camping, and cross-country skiing, as well as nurturing her garden and creating meals from her harvests to share with friends and family.