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…

What factors drove stock market performance in 2021?
Jim Baird Wealth Management
Blog January 20, 2022 1 min read
How do stocks typically perform when the Fed raises interest rates?
Jim Baird Wealth Management
Blog January 20, 2022 1 min read
Fraud risks and COVID-19: Where to look for clues
Eric Conforti
Article January 19, 2022 2 min read
Thinking of selling? Maximize your return with sell-side tax due diligence
Robert Shefferly III
Article January 18, 2022 3 min read