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. She is dedicated to understanding each client’s needs, goals and financial journey and introducing them to the advisor that has the expertise to best help them achieve those goals. Cathy strives to ensure those interested in Cerity Partners gain a clear understanding of how our services can help them achieve their financial objectives and is the first step in establishing a long-term, successful advisor/client partnership based on trust.

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.