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Cathy Smith

Cathy Smith

Investment Advisor Representative

In June 2019, Cathy became an integral part of LifeTyme Financial, initially supporting the administrative team. Presently, she has found her calling as a Financial Coach, dedicated to providing education, leadership, and support to a diverse clientele, ranging from individuals to small business owners. Cathy's mission is to guide her clients towards investing peace of mind, fostering discipline over their financial lifetime.

Cathy's approach as a Financial Coach is rooted in building a foundation of trust with her clients. She begins by understanding their goals and existing knowledge of investing through thoughtful questioning and active listening. By helping clients discover their true purpose for money, Cathy navigates them through a coaching process that instills discipline and financial wisdom.

A graduate of the University of Notre Dame, Cathy brings a wealth of experience from her 12-year tenure in the Interest Rate Futures and Options market on the floor of the Chicago Board of Trade. In 2005, she, alongside her husband and three children, relocated to Phoenix, where they established and operated a successful commercial real estate business until 2014. Following this venture, Cathy joined a CPA firm as a Client Service Administrator.

Cathy is a holder of her Series 65 as an Investment Advisor Representative and her Life/Health License, attesting to her commitment to professional development and expertise in the financial realm.

Beyond her professional pursuits, Cathy finds joy in spending quality time with her family. Her interests extend to activities like golfing and hiking, reflecting her appreciation for an active and fulfilling lifestyle. Continuously striving for personal improvement and staying abreast of changes in the financial industry, Cathy is not only a seasoned professional but also a dedicated lifelong learner.