Our primary focus is serving as a holistic adviser to clients, offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.
 

Staff


Operations Specialist

Catherine is the most recent addition to our team. She has worked in the financial planning industry for 7 years, in various administrative roles.

Outside the office Catherine enjoys reading, walking, cooking and taking care of her two grandsons. She and her husband Jamie have two daughters.