Cathy has worked in the financial services industry since 2008 and joined Adviser Investments in 2021 as a tax associate, before being promoted to a Senior Tax Associate in 2023. She has both a tax and financial planning background. Prior to joining Adviser Investments, she worked as a tax preparer for a national tax preparation service and as a financial planner for a registered investment advisor in Lexington, MA. Cathy is a CERTIFIED FINANCIAL PLANNER™ professional. She received her B.A. from Dartmouth College and a Certificate in Financial Planning from Boston University. She lives with her family in Newton, MA and enjoys travelling, reading and spending time with family and friends.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC