Cathy Boettner Email & Phone Number

Soddy Daisy, Tn

I worked with organizations ranging from small contractors to non-profits, to medium sized family businesses to family councils. I had responsibility from the proposal through completion of the contract

I worked with LBMC Planning Services as a client for several years and found their services to be valuable. So when I sold my business in August and was looking for what to do next, I called Allen Hovious to see if we could find a way to work together. Fortunately for me, we were able to come to an agreement and I have started working with LBMC in their Planning Services division. Our services range from marketing planning, strategic planning, transition planning, acquisition integration planning, to human resource planning and others. If your business is growing, struggling, or at a plateau, LBMC Planning Services can help give your business the push that it needs to move it in the right direction.

Charleston, Tn

Under contract to be available to help as needed during the transition of ownership after the sale of Cleveland Tubing, Inc.

Cleveland, Tn

Quadrupled the size of the company while implementing all the systems necessary to run a successful operation--always striving for operational excellence in an environment of integrity and fairness.

Dayton, Ohio Area

Successfully completed all testing and licensing requirements as well as the rigorous in-house sales training program. Developed relationships with clients in the Dayton, OH metropolitan area resulting in the opening of accounts with total assets under management of approximately $7MM at the time of my departure from Dean Witter. One of the leading trainees in my training class and the only one of my class still working for Dean Witter in June of 1994.

Dayton, Ohio Area

Trained with experienced sales assistant to learn the various systems within the company. Managed all the correspondence between the branch manager and her reporting structure as well as client correspondence. Tasks included: file maintenance--both branch files and client files; accurate accounting of transactions within client accounts; interfacing the the firm's regional offices; writing reports for clients and studying for the Series 7 exam. Recognized as one of the top assistants in the office.