Client Relationship Manager
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
– Maya Angelou
Catherine the overseer of order.
A lot of things about Catherine begin with the letter A. There is her amiable personality and her amazing ability to chart TWA’s calendar. There is also Catherine’s artful use of time; she has a true gift for taking a tangled heap of details and turning it into an ordered masterpiece. Since joining Shawn in 2007, Catherine has been very busy earning licenses: a Notary Public license, a license in Life and Health Insurance, and her Series 66 (Uniform Combined State Law Exam) and Series 7 (General Securities Representative Examination) securities licenses. In our book, Catherine is an A+.
Catherine, side B.
The flip side to Catherine is that once she leaves the office, she has no trouble slipping into unstructured fun with her husband and two daughters. Sometimes this means visiting a favorite park or working on an arts & crafts project with Carina while baby sister Abriana is taking a nap. “My children teach me to slow down and live in the moment and I love seeing the world through their eyes,” Catherine says. When time permits, Catherine might whip up a tasty new dish, get outside and enjoy nature, or just take a moment to relax, ever grateful for her abundant good fortune.
What Transitions means to Catherine, and vice versa.
What Catherine appreciates most about her teammates is their positive attitudes, willingness to go the extra mile for clients and the genuine satisfaction they feel in doing so. “I am happy to be a part of that,” Catherine says. It’s a work ethic that resonates with her own career objective: helping people to obtain a sound financial plan so they can not only achieve their goals, but greatly improve their quality of life.
Check Catherine’s background on FINRA’s BrokerCheck.