Cathy is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Cathy has worked in the financial services industry for ten years in administrative roles at companies including Exemplar financial Network, Total Clarity Wealth Management Inc. and OnPath Financial, LLC. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
Education and licensing
Cathy received a Bachelor’s degree in business administration from Illinois State University.
Cathy is and executive admin servicing clients for over 9 years, currently living in the Chicago suburbs with her spouse. She enjoys live music and volunteers at the local theater, loves reading and going to the gym. Cathy enjoys spending quality time with family, friends and loves her rescue German Shepherd, Rome.