Cathy has worked in the financial services industry since 2008 and joined Adviser Investments in 2021 as a tax associate. 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/.