Catherine brings a unique approach to wealth management based in the understanding that each client is unique as well.
Catherine has been in the financial industry for over twenty-five years. She began her career as a Commercial Lender which involved analyzing a company’s financial condition and capital needs to provide solutions that foster company growth. Catherine recognized the same principals required to achieve profitability as a corporation are paramount for individual clients as well: managing cash flow, leverage, building the balance sheet, and navigating the changing market landscape.
Catherine’s compassion and loyalty are traits her clients value; she genuinely wants them to achieve success and is committed to helping them along the way. Catherine listens to her clients to understand their needs and goals and partners with them to set priorities and strategies to achieve them. She uses the vast resources available at Baird to design a customized plan for her clients based on their unique situation, not products.
After graduating from Miami University in Oxford, Ohio, Catherine went on to work as a senior relationship manager for the some of the largest banks in the Midwest. She has earned her Registered Securities Representative (Series 7), Investment Advisor Representative (Series 66), and Ohio Department of Insurance Life, Accident, Health, Variable Products licenses, and is a Certified Private Wealth Advisor (CPWA®) professional.
Within the community, Catherine has volunteered for a variety of organizations, including the Make-a-Wish Foundation, the Mid-Ohio Foodbank, the National Association of Women Business Owners, the Women Presidents’ Organization, the Women’s Council of Central Ohio, Chatter Buddies, and Junior League. She was a collegiate athlete in lacrosse and field hockey, and also enjoys golf, Krav Maga, SCUBA diving, sailing, and travel.