CA License No. 0809126
Cathy joined Tax & Financial Group (TFG) in 1990. She is dedicated to providing comprehensive, highly personalized, wealth management, estate and business strategies for business owners, individuals, and women in transition.
Cathy is a champion of helping families to “get their house in order” by helping individuals and leading workshops on completing the “Family Love Letter- Information in a Time of Confusion.” In completing a Family Love Letter, individuals give their families a lasting and important gift-the vital information concerning their legacy and financial affairs loved ones would need in case of sudden incapacity or death.
Cathy has the Certified Financial Planner TM Practitioner ® designation and is a Certified Long-Term Care Specialist. She is a 20+ year member of The Financial Planning Association and holds the Series 7 and 63 Securities Registrations. Cathy is a graduate of the University of New Hampshire with a Bachelor of Science Degree in Business Administration and Economics. She is a Registered Representative and Registered Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.
Cathy believes in giving back to the community and is very active in many organizations. She was a Girl Scout Troop leader for over ten years and has been on the Board of TFG’s “We Care For Kids Inc.” annual golf tournament benefitting the Make-A-Wish Foundation. She is also on the fundraising commitee for CASA, Court Appointed Special Advocates for Foster Children.
Cathy is married with two adult children and lives in southern Orange County. In her free time, Cathy enjoys tennis, gardening, spoiling her animals and spending time with family.