Sr. Client Service Specialist
Catherine has more than 15 years of experience in the financial services industry. Throughout her career, she’s worked at both large and small wealth management firms, providing strong organizational management along with superior client service. Catherine graduated from Brigham Young University-Idaho with a degree in applied business management. She’s active in the Relief Society, a worldwide humanitarian organization, and volunteers with Northwest Assistance Ministries. Catherine lives in Spring, Texas, with her husband and son, and she enjoys traveling, dancing, and interior design.