Mobile Phone: 515-480-5794
Cathy began her career as a Financial Advisor with Waddell & Reed in 1985. Since then she has had the privilege of developing client relationships with many wonderful individuals and families whom she considers friends.
Cathy is a strong proponent of the comprehensive financial planning process. Having a thorough understanding of a client's situation as well as their future financial goals allows Cathy to serve her clients in a meaningful capacity. Throughout the planning process, Cathy assists clients in a wide array of financial areas, including strategic portfolio allocation, pre and post retirement planning, long-term care and elder care planning, life insurance, and small business retirement plans. Cathy believes in the benefits of investing with a plan.
In her spare time, Cathy enjoys taking walks, biking, traveling, and spending time with her family.
Investing involves risk, including the potential for loss of principal.