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Cathy is currently a Senior Advisor in the Private Client Services area. Her client focus is to provide them with innovative solutions through investment, estate and financial planning services that are tailored to fit their personalized financial goals.
Cathy has more than 20 years of trust experience including the administration of trusts, estates, conservatorships, investment and corporate trust accounts. She also has experience with life insurance trusts and the administration and compliance process for trust and special assets, including partnerships, real estate, and oil/gas properties.
She holds a Bachelor of Science in Business Administration with an emphasis on Accounting and Office Management from the University of Nebraska at Kearney.
Cathy enjoys spending time with her family outdoors taking part in fun activities like bicycling, hiking and swimming. When Cathy is not attending or participating in one of her children’s many activities she finds herself being a role model to her children by giving back to the community through service to her church, scouts, and local schools. Cathy is also a member of the Omaha Estate Planning Council.
My role is to help clients preserve and protect the wealth they have accumulated during their lifetime to enable them to achieve their financial goals.