Catherine joined Ellenbecker Investment Group in January 2024 as a Tax Planning Advisor. Catherine’s experience in accounting and tax includes small business accounting and tax-focused retirement planning. Prior to entering the accounting field, she worked as a program manager for a government contractor developing software and database programs and served in the Air Force as a communications computer officer.
Catherine graduated from Wright State University with an MBA in Finance and an MS in Mathematics. She holds a BS in Mathematics from the University of Notre Dame. Catherine is licensed as a Certified Public Accountant by the state of Wisconsin.
Catherine lives in Sussex with her husband, Jeff. Her sons are in various stages of college and career. She enjoys traveling, learning new things, being active outdoors, and spending time with family, preferably all at once.