Cathryn is a Paraplanner with extensive customer service experience, complemented by her positive attitude and excellent sense of humor. She specializes in guiding clients through the onboarding process, managing account transfers, and facilitating seamless communication between clients and advisors. Cathryn’s enthusiasm and outgoing nature are key to fostering positive relationships with new clients to ensure a smooth transition. Outside of work, Cathryn loves spending time with her husband and two young daughters. She enjoys reading, exploring the outdoors, and sharing charming stories from her life in small-town Wisconsin.
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