Cathy joined Ellenbecker Investment Group as a Wealth Advisor Associate in August of 2020 in the Pewaukee office. Cathy is committed to meet and exceed client needs and expectations while build long-lasting relationships.
With over 25 years in the financial industry, Cathy’s experience includes banking, brokerage and financial technology. Prior to joining EIG, Cathy was the Vice President of Marketing and Communication with FIS, a global leader in Financial Technology. Cathy was also employed with Chase Bank (formerly Bank One) as a Private and Retail Banker and with Robert W. Baird in the Corporate Services Division working with insider trade compliance, holding a Series 7 Licensure. Throughout her career, Cathy’s primary goal has been to build and retain relationships both internally and externally.
Although Cathy has traveled extensively for business, Wisconsin has always been home. Family is very important and she enjoys spending time with them. Cathy is very proud of her two nephews – a UW-Whitewater football player and business major, and an IUPUI basketball player. In her free time, she enjoys summer weekends “up north”, walking, biking, barbeques and dinners with family and friends.