Cathy provides goal-based investment advice to our clients. This includes multigenerational financial planning and forecasting, lending and risk management strategies. She takes pride in being able to find short- and/or long-term solutions for our clients’ financial needs. Cathy also serves as our clients’ personal CFO by managing the process and the engagement of their entire professional advisor team. For Cathy, it’s all about building distinct and intimate relationships with clients, their kids and now their kids’ kids. “It’s an organic development when you are intertwined with one of the most private aspects of an individual’s life…their money. Our client base is small, which allows each