Catherine is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Washington and Baltimore regions. She works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Catherine also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.Catherine has seven years of experience in serving high-net-worth clients and their families. Most recently she served as a client advisor for PNC Wealth Management in Baltimore, MD where she offered advice and recommendations on items from customized lending solutions to complex family planning.She holds a bachelor’s degree in marketing and information systems from the Franklin P. Perdue School of Business at Salisbury University in Salisbury, MD. She also holds Series 7 and 66 FINRA securities licenses.Catherine is a member of the Anne Arundel Estate Planning Council. She also volunteers time to local United Way chapters to support initiatives throughout the year. Catherine stays active in her down time, exploring local parks, boating on the South River, and exploring the Chesapeake Bay with her husband Andrew, and their two dogs, Penny and Emily.