Catherine has been working in the financial services industry for more than 23 years. In her words, “The most rewarding thing I’ve found is building relationships with our many diversified clients. Most of them I have known for all these years and helping new clients through their issues brings me great satisfaction. I’m always up for a challenge and problem solving has proven to be my number one pleasure.”
In her role as Client Service Manager, Catherine is primarily concerned with making sure each client’s needs are met. She coordinates all elements of the integrated services provided through CWT’s team approach to financial planning.

​When she isn’t working with clients, Catherine makes frequent trips to the gym, loves to cultivate her garden, and enjoys visiting with friends over a glass of wine and dinner. 

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.