Cathy Nowalk

Cathy has over 15 years of high-level experience in the financial planning industry. Cathy's primary focus will be to utilize her skills and years of experience to efficiently and effectively deliver the highest level of client service as Practice Manager.

During her career in the industry, she has worked in several capacities serving as a Registered Assistant, Planning and Investment Associate, Director of Client Relations, and Operations Manager. Her background includes positions at Ameriprise, Schwab, RBC, and Raymond James Independent Advisor Services.

Cathy holds her FINRA Series 7, Series 66 and Colorado Insurance license. She is also Notary registered with the State of Colorado.  She is a Colorado native and when not working she enjoys running, hiking, reading, cooking and spending time with her husband Dave, her two adult kids along with her two goldendoodles.