Catherine started her career helping run a family farming operation in southern Minnesota for 23 years. In 1992 she shifted her focus to the financial services industry, initially as an agricultural lender, and then spending the last seven years as a financial advisor at Edward Jones. She joined Focus Financial as an independent financial advisor and operates her practice in Bloomington, MN.
Services
Catherine believes that her role as a financial advisor is to help her clients be good stewards of the assets they are blessed with - for themselves to enjoy and to leave a legacy for their family or charity of choice. She accomplishes this through comprehensive planning to include estate planning, investment management and asset protection - life insurance and long term care Insurance.
Life is full of change and transition - job change, sending a child to college, divorce, death of a spouse, inheritance, retirement or selling a business – all of which require making financial decisions. Catherine helps you assess where you’ve been, where you want to go and what it will require to get there. She is committed to listening and understanding you and your unique needs, and as an end result, recommend strategies that match your goals and dreams.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
