About Cathie
Cathie’s responsibilities include client services, portfolio administration, and providing operational support for the team.
Cathie worked in the life insurance industry for 19 years, focusing on underwriting, marketing, and policy service. She currently holds her Life, Health, and Annuity License. In her spare time, Cathie enjoys staying active at the gym and taking Zumba and yoga classes.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2015
-Started as a private client administrator for CapGroup Advisors in 2001