
Cathy began working for Wealth Planning Group on a permanent basis in December 2011. She has worked with Rob off & on over the past few years so she is quite familiar with the business. Cathy is Rob's sister-in-law, and is excited to be working with family again having previously worked with her parents in their family fishing tackle/travel business for nearly 30 years. She enjoyed managing the travel side of the business and working with the customers. Upon sale of the business, Cathy set her focus on raising her daughter Shelby and spending many hours volunteering at her school.
Cathy was born and raised in Southern California, growing up primarily in the southern Orange County area. When not working, Cathy spends most of her time with her family & friends, watching her daughter play volleyball, attending her nephews soccer/baseball games and spending time with her dog, Bubba!!