Associate Wealth Coordinator
Catherine is an Associate Wealth Advisor at SageView Advisory Group. Prior to joining SageView, Catherine was an Associate Wealth Coordinator at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Catherine brings over 15 years of experience in the financial services Industry and earned her bachelor’s degree in accounting from Oakland University. and currently holds her FINRA Series 6, 63 and life insurance registrations.
Outside the office, Catherine enjoys kickboxing, archery, playing the violin, and being with her family and friends. She and her husband, Jeff, have two sons and enjoy traveling to new places together. Their favorite places are on Lake Michigan and Myrtle Beach.