About Cathy
Cathy understands the power of a long-term financial advisor relationship. She views her role as having three important parts – comprehensive financial planning, investment management, and, most importantly, unwavering guidance. For Cathy, the ideal relationship begins by working with her clients to identify their goals and create an investment strategy based on their risk tolerance. She then puts together a road map to monitor the progress and help them stay on track. Along the way, she reevaluates their plans when life inevitably brings changes and keeps her clients calm through the ups and downs of the markets.
She resides in Lake Orion with her family, and in her spare time, she loves to play golf, travel, hike, and ski in the mountains of Colorado. She also describes herself as a rabid Michigan State basketball fan.
Education and Professional Milestones
-Michigan State University - Bachelor of Science in mechanical engineering
-Oakland University - Master of Business Administration and certificate in financial planning
-Previously a partner and wealth advisor for LifePlan Financial Advisory Group
Cathy understands the power of a long-term financial advisor relationship. She views her role as having three important parts – comprehensive financial planning, investment management, and, most importantly, unwavering guidance. For Cathy, the ideal relationship begins by working with her clients to identify their goals and create an investment strategy based on their risk tolerance. She then puts together a road map to monitor the progress and help them stay on track. Along the way, she reevaluates their plans when life inevitably brings changes and keeps her clients calm through the ups and downs of the markets.
She resides in Lake Orion with her family, and in her spare time, she loves to play golf, travel, hike, and ski in the mountains of Colorado. She also describes herself as a rabid Michigan State basketball fan.
Education and Professional Milestones
-Michigan State University - Bachelor of Science in mechanical engineering
-Oakland University - Master of Business Administration and certificate in financial planning
-Previously a partner and wealth advisor for LifePlan Financial Advisory Group