Cathy joined the Annex family in March 2009 where she served as an integral part of the daily operations of the firm as the “director of first impressions” until February of 2011. At that time Cathy made the transition to Client Service Manager where her primary responsibilities include client service and satisfaction. She assists in daily operations of client requests along with providing administrative support to two independent financial advisors.

Cathy, her husband and children have made their home in the Waukesha area where she is an active member in her community holding an executive office on the Waukesha West High School Band Board. You may spot her on occasion performing in local area theatrical productions as Cathy has a passion for theatre. Being an active member of her church, Cathy has been one of the directors of the Ascension Youth Mime Ministry for the past 12 years. Cathy’s interests are in the fine arts; music, theater and dance.