Cathleen makes it her mission to deliver the highest level of personalized service with each client interaction. Her compassionate approach helps build strong relationships with clients and confidence in the team’s responsive service. She specializes in supporting corporate retirement plan clients, including defined contribution and defined benefit retirement plans. Her responsibilities include client service and operational support, such as quarterly performance reporting, meeting proposals and marketing communications.

Cathleen’s 18-year career in the financial services industry includes roles at UBS Financial Services and RBC Wealth Management. In 2013, she joined Raymond James as a client service associate. She earned her paralegal certification from Roosevelt University in Chicago.

In her free time, she stays active in the community as a volunteer for a dog rescue group and assists in rescuing at-risk dogs from high-kill shelters. Her hobbies include practicing yoga, reading, baking and gardening. Originally from Chicago, she lives in Los Angeles with her husband, Gary.