Cathy Wegner

Cathy is a Senior Associate in the Denver office. As a prospective client’s first point of contact, she facilitates the introduction to the firm and the local team of advisors. Cathy is dedicated to understanding each client’s needs, goals, and financial journey, and to connecting them with the advisor whose experience aligns with their unique circumstances. She strives to ensure those interested in Cerity Partners gain a clear understanding of how the firm’s services can help them achieve their financial objectives and serves as the first step in establishing a successful, long-term, trust-based advisor–client relationship.

Cathy holds a Bachelor of Science in Finance from the Leeds School of Business at the University of Colorado and brings a background in marketing and business development to her role. Prior to joining Cerity, she spent 12 years as the Director of New Client Engagement at Janiczek Wealth Management.

Learn more about my practice.