Director

Director and Co-Founder

Cathy provides exceptional support and service for clients and our associates . Utilizing her extensive knowledge and background, Cathy provides effective motivation and education for clients and advisors on the principles of Asset and Debt management.

Cathy is a graduate T.E.A.M. member and a licensed insurance advisor. She is sought after by many associate T.E.A.M. members, advisors and financial partners for guidance and education.

Cathy has passionately dedicated herself to the education of clients and advisors on the principals of sound money management and protection. She is in the top of her field for developing strategic alliances for market development.

Cathy’s Unique Ability:
“Effectively communicating and guiding clients as well as associate T.E.A.M. members and partnering advisors on the principals of the concepts taught through The Educational Institute of the Southwest”

Recommended Readings:

• Leonard Reiner’s “Learning to Avoid Unintended Consequences”
• Leonard Reiner’s “Sudden Impact”
• Douglas R. Andrew’s “Missed Fortune 101-Isn’t it about time you became wealthy?”
• Ric Edelman’s “Ordinary People Extraordinary Wealth”, “The Truth about Money” & “The New Rules of Money”.
• Jim Stovall's "The Ultimate Gift"