Meet our team
Cathy is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a comprehensive portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Cathy is also a licensed insurance agent.
“My years of experience in financial services has given me the perspective needed to navigate today’s markets. I help individuals and families reach their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ personal and financial well-being. I will listen to your needs and goals to customize a plan that is right for your unique circumstances.”
ETFCU Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.