Catherine has wide ranging experience in the financial services industry, starting her career in the insurance industry with Northwestern Mutual Life working with experienced advisors and developing a passion for life insurance and financial planning. She then went on to partner with another Registered Representative at both Minnesota Life and MetLife. Those experiences further grew her interest in strategies that protect, grow and distribute wealth for clients.
Catherine spent 7 years in a consultant role with a broker dealer, assisting advisors with risk management strategies, case design, product expertise and implementation. She enjoys assisting advisors with addressing their client's needs, providing solutions that are in the best interest of the client and aligning with their financial plan.
Catherine graduated from the University of Kansas with a B.A. in Personnel Administration, holds the Series 6 and 63 registrations, and is insurance licensed in most states.