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Biography

Cat is a Wealth Planner in the Mill Valley office. She is a member of the SF3 team, providing support to Wealth Advisors in managing client relationships. She assists in developing individualized financial plans and recommendations designed to support clients in pursuing their financial goals. She also assists in the development of comprehensive wealth management strategies consistent with our clients’ goals and values.

Prior to joining Cerity Partners, she was a Financial Advisor with Northwestern Mutual.

Outside of work, Cat loves exploring the local dining scene and hosting dinner parties for friends. She spends quality time with her beloved pets, Copper the dog and Turvy the cat. An outdoor enthusiast, Cat can often be found paddle boarding, kayaking, or boating on the Russian River or Lake Tahoe. She also enjoys staying active, visiting museums, and taking in movies and live entertainment.

Learn more about my practice.

Education

  • San Francisco State University - Bachelor's Degree; Business Administration: Concentration Finance
  • City College of San Francisco - Associate's Degree; Finance
  • City College of San Francisco - Associate's Degree; Real Estate

Highlights

  • Finra Series 6, Series 63, Series 7

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Here are some valuable insights to read before your meeting

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What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

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