Catherine joined Baird in 2019 with 4 years of industry experience. Before joining Baird, she was a Registered Client Service Associate at UBS Financial Services and Wells Fargo Advisors. She has a bachelor’s degree in marketing from Tarleton State University. In addition, she holds her Wealth Management Certified Professional designation, Series 66, Series 7, life insurance, and health insurance licenses.
Catherine assists the team with communications, marketing, and customer service. She enjoys building relationships and supporting the team’s clients. She understands the importance of individualized wealth management and provides the expertise for the team’s internal procedures involving managed accounts, transfers and account maintenance. “If you want to go fast, go alone. If you want to go far, go together.” This is an African Proverb that Catherine believes in and carries out in her daily activities.
Catherine resides in Fort Worth, TX with her crazy great dane Murphy. In her free time, she enjoys traveling, reading, and spending time with her family and friends.