As a Wealth Consultant, Catherine is committed to helping individuals and families achieve their financial dreams. She works with each one of her clients to explore their current financial situation, crafting the process for them to reach their goals. Catherine specializes in comprehensive financial planning where she partners with clients through the different stages of retirement planning, investment management, risk mitigation strategy and estate preservation planning. Fueled by her desire to educate others, Catherine has been featured in the media, appearing in outlets such as: Forbes, Fox 43 Morning News, and WITF Smart Talk. That education she provides extends beyond the media and into the community through her involvement with the United Way’s Women’s Leadership Network and the Investment Committee for The Foundation for Enhancing Communities (TFEC). Her commitment to educating others might be best displayed through her role as a mom, raising her two young children.
Catherine’s passion for finance started at a young age after witnessing firsthand the pressure that finances can put on an individual and their families. She put that passion to work and started assisting families with finances over 14 years ago after graduating from Shippensburg University. As a Certified Financial Planner® professional, Catherine brings one of the industry’s top credentials to the firm. Her experience working in the insurance field, the brokerage arena, and for two major, regional banks provides her with a broad background and understanding of the different investment models. Ask Catherine what her favorite part about Conrad Siegel is and she’ll tell you that it’s the company’s reputation for integrity, compassion and expertise, all of which demonstrate that the clients’ needs are always the number one focus.
Although her two young children, Ella and Cameron, her husband, Matt and her dog keep her pretty busy most days, Catherine feels a strong commitment to the community and giving back. When not busy meeting with clients or tending to her family’s needs, Catherine stays involved through organizations such as Leadership Harrisburg Area and the Homes for Heroes program.