As a Financial Services Representative, Catherine helps her clients with their protection and investment needs. Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, she acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

QUALIFICATIONS

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6, and 63 Securities Licenses
• Over 5 years of experience in the financial services industry, previously with New York Life
• Before entering the financial services industry, spent several years as a successful sales professional

PERSONAL

• Graduate of Mount Ida College with an Associate’s and Bachelor’s Degree in Science and in Graphic Design
• Currently resides in Worcester, MA with her two sons – Alan and Steven
• In her spare time, she enjoys reading, watching soccer and movies, and cross-stitching

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in MA.

Check the background of this investment professional on FINRA’s BrokerCheck