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Biography

Cathleen is a Principal in the Louisville office, where she prepares and processes quarterly and monthly billing cycles to ensure consistent revenue flow. Additionally, she processes refunds, fields billing questions, and analyzes potential billing errors to provide consistent and accurate billing for the firm’s clients.

Prior to joining Cerity Partners, Cathleen served as a Senior Accountant at ARGI Financial Group. At ARGI, she spent four years working on the 401(k) Team and then transitioned to the Internal Accounting Team where she served for more than five years.

Cathleen loves spending time with her two beautiful children and husband Matt. As a family, they enjoy going for walks together, traveling to see family, and creating lasting memories.

Education

  • B.S. in Accounting from Indiana University Southeast

Highlights

  • Volunteer for several organizations in the Louisville area focused on building a stronger community

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.