Every day I do exactly what I have always wanted to do: help others! For as long as I can remember, I have wanted to make a difference in the lives of those around me: to lead, to teach, and to coach. I do all of that and more as an Advisor at Stonebridge Financial Planning Group. My path to becoming an advisor began in 2008 when I was working as an Internal Wholesaler at CNL Securities Corp. I enjoyed and thrived as a member of a successful sales team. Transitioning to the role as advisor has been challenging & rewarding.
Seeing the impact my efforts make on my clients gives me joy. Whether it is a plan for young professionals just starting out or figuring out tax saving retirement strategies for business owners. I love what I do and am constantly honing and learning new skills that allow me to walk alongside clients on their path to financial freedom.
As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST® professional, I take pride in distilling complex ideas, creating financial plans, and working as part of an ensemble to care for our clients. Since joining Stonebridge in the fall 2019, I have had the pleasure of being mentored by three tremendous women. They support and encourage my desire to constantly learn. I look forward to discovering new and better ways to serve our clients to my fullest potential while satisfying their needs.
After excelling at Winter Park High School, I enrolled in the University of Florida for undergraduate, and eventually graduate studies. I am one of the rare born and raised Floridians! My husband, Rex, and I are Gator football season ticket holders – go Gators! Sports have always been and always will be important to me. My time at Winter Park High School was wonderful, in large part due to my participation in athletics, specifically water polo. I continued playing water polo at UF and have been a coach at Winter Park High School since 2006. I still play with a master’s program that I coach and spend as much time in the water as possible! I feel fortunate to be able to give back to the community where I was raised, and I look forward to continuing doing so for many more years.
Water polo is not the only thing that keeps me busy outside of the office, I also love spending time with my family, including our two rescue dogs, Tuck & Birdie. Rescuing dogs and giving them a better life has made my life better. I am passionate about helping animals in need and support local organizations that feel the same.
“When you learn, teach. When you get, give.” – Maya Angelou. I like to think I embody Angelou’s sentiment – my hope is I will make a positive impact on the lives of all those that cross my path whether by teaching them some small thing or giving them something they need!
Catherine holds the following licenses and designations: CFP®, CDFA®, FINRA Licenses SIE, Series 7, Series 63, Series 65