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Client and Corporate Services
Cathleen is a Senior Associate 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.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
Partner & Head of Portfolio Management
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