After almost thirteen years in the insurance and financial services industry, Cathy left the insurance side, and decided to further her knowledge, skills, and abilities in financial services. She met Skip Baxter in 2008, and began working as his assistant. As the Director of Client Services for Skip, Cathy is in charge of preparing client presentations and account statements, scheduling client reviews, as well as organizing and managing client accounts and data records with various investment companies.
Cathy enjoys spending time with her family, and is an avid reader. She is also currently hard at work, preparing to take her Series 6 licensing exam.