Investment Advisor Representative
In June 2019, Cathy joined LifeTyme Financial assisting our administrative staff and is currently fulfilling her purpose as a Financial Coach in providing education, leadership and support for her clients, from individuals to small business owners, to discover investing peace of mind.
Cathy achieves this by building a foundation with her clients by earning their trust as their Financial Coach. Her process begins with understanding the client's goals and current knowledge of investing by asking questions, truly listening and guiding them to discover their true purpose for money. Through coaching, she is able to keep her clients disciplined over their lifetime.
After graduating from the University of Notre Dame, Cathy's experience for 12 years was spent working with clients in the Interest Rate Futures and Options market on the floor of the Chicago Board of Trade. In 2005, she, her husband and 3 children moved to Phoenix where they started a commercial real estate business that they owned and operated until 2014. Shortly thereafter, Cathy joined a CPA firm as a Client Service Administrator.
Cathy currently hold her Series 65 as an Investment Advisor Representative and her Life/Health License.
In her spare time she enjoys spending time with her family, golfing, hiking and continuously improving herself and keeping up with changes in the financial industry.