Cathy brings a specialty in holistic financial planning to individuals, families and small businesses. She utilizes a variety of skills, financial acumen and a diverse portfolio of products and services in order to provide her clients with true financial confidence. Using a collaborative process, Cathy produces measurable results through unique macro-economic planning, with the goal in mind to increase the efficiency of dollars in your world and develop tax strategies, along with risk management and control over your finances.
With over two decades of experience in the financial services industry, Cathy’s communication skills, grasp of economic strategy, and desire to educate allow her to meet her clients where they are today and help them plan for the future with confidence, clarity and security.
Cathy earned her MBA from Fordham University’s Gabelli School of Business and holds her Retirement Income Certified Professional designation (RICP®) from the American College.
She is an active volunteer for the NYU FACES Foundation, which supports parents and families dealing with epilepsy. Cathy grew up in England and moved to New York over 25 years ago. She and her husband, Anthony, raised their two children in Westchester, New York, where they currently reside.