Catherine is originally from Franklin, LA and is a graduate from the University of Louisiana at Lafayette with degrees in Finance and Accounting. She has been in the working in the securities industry over 15 years and she currently holds Series 7, 24, and 66 securities registrations, as well as insurance licenses with the State of Louisiana. She is also a Certified Retirement Counselor, CRC ®, an Accredited Investment Fiduciary, AIF ®, and a Louisiana Notary Public. She has recently joined our firm as a Client Services Representative.
Catherine lives in Maurice with her husband Josh, and daughters, Annalise and Jolie and enjoys running in her spare time.