“An investment in knowledge pays the best interest.” – Benjamin Franklin.
Catherine’s approach to ongoing holistic financial planning is a testament to her commitment to CORDA’s clients. She doesn’t just guide them through the process; she involves them in it, creating an experience and making them active participants in shaping their financial future. Understanding life is dynamic; she ensures the plans created remain relevant and adaptable.
Catherine’s passion for engaging with clients and guiding them through changes has been a driving force in her career. Over the past 20+ years, she has continually expanded her knowledge, shared her insights with small and large groups, earned her CFP® designation, taught investments at the Southern Methodist University CFP® program, and established, expanded, and led a previous firm’s financial planning department. She is pursuing a Global Financial Planning designation, further enhancing her capabilities.
In her spare time, Catherine enjoys quality time with her husband, Roger, and their three furry babies. Exploring new places, spending time with friends and family, seeing live shows, and experimenting with recipes in the kitchen are her preferred ways to unwind.
