Catherine is our tax planner. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Catherine also prepares our client’s tax returns.
Catherine joined Financial Symmetry after a career as a controller and manager at a local heavy duty drivetrain and engine rebuilding company. She enjoys the outdoors, gardening, and spending time with her twin great niece and nephew. She’s also an animal lover!
Catherine is a North Carolinian and lives in Raleigh with her partner, Kathy and cat, Zoe.