Cathy has over 35 years of experience helping clients with tax compliance, consulting and planning. Cathy focuses on working with high-net-worth individuals, trusts, gift, and estate taxation for generations of family members. She has a diverse background including tax exempt entities, private foundations, business taxation, and working with federal and state taxing authorities on tax issues.

When you work with Cathy, you can expect attentive and active client service. She welcomes working collaboratively with the client's financial advisors, estate attorneys, and other team members to provide the best client service and planning.

Outside of work, Cathy enjoys creating quilts for family and friends, cooking, gardening, travelling and bird watching.