Skip to Content

Experience

I advise entrepreneurial owners and private equity investors on strategies to minimize their tax liability. While I primarily strategize with clients of internationally active manufacturing companies, I also work with multistate businesses in both the manufacturing and services industries (with a focus in franchising) to meet their financial goals.

View More of Cathy's Experience

I have a strong sense of compassion and drive for giving back to my community. Over my career, I’ve been actively involved in two or three boards/committees at all times.

You might also like…

Weekly jobless claims continue to decline
Jim Baird Wealth Management
Blog January 21, 2021 1 min read
North American mergers and acquisition trends in 2021
Scott Sneckenberger
Webinar January 20, 2021 60 min watch
The 2021 Economic Outlook
Joanne Baginski
Webinar January 20, 2021 42 min watch