“Do your work with your whole heart and you will succeed — there’s so little competition.” — Elbert Hubbard

Cathy’s friendly smile is usually the first greeting you receive when visiting our office. She is responsible for the administrative flow of business through completion. Therefore, you will get to know her well. She is your point-of-contact for questions concerning statements, income checks, and a myriad of other items that are part of serving our clientele well.

Speaking of serving well, Cathy has 37 years of experience in customer service. Since the financial services business floats on a sea of paper, her goal is to ensure your administrative needs are met so that you can pursue your financial goals successfully — and with minimal hassle. This is who she is and what she does. Brian asked her to join him in the investment business in December of 2000, knowing he was joining forces with a real talent. She’s been with him ever since. (She is not allowed to retire. 😁)

Cathy is also a Notary Public.

Cathy lives in Stewartstown with her husband, Todd. She enjoys antiquing, gardening and spending time with her two adult daughters.