Catherine was recruited to Wealth Strategies Group after creating value in the financial services industry. Using a holistic approach to financial planning and wealth management, Catherine serves as an advocate for her clients and acts as their guide to understanding, protecting, and growing their comprehensive financial portfolio.
Before finance, Catherine pursued a Master's degree in Socio-Cultural Anthropology and Music Performance from the University of North Texas. It is this experience as a professional musician and educator that allows Catherine to establish and maintain relationships through economic consonance and dissonance. Her passion for people is evident; her loyalty to her clients is authentically refreshing.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance Lic. 0M51738 exp. 08/31/2020