Cathryn Porter - Financial Planner

Cathryn joined our team during the start of mad chaos, in 2020 during the Pandemic. Previously an Orthopedic Clinical Manager, Cathryn wanted to ensure she could personally help others in a different manner, and focus on their financial health, rather than their physical health. 

She has become a great asset to the office has and accomplished incredible strides in such a short time. Cathryn dropped everything and went back to school, obtained her Bachelor's in Business Administration, with a focus in Corporate Finance and Accounting, graduated with honors Summa Cum Laude, is a full-time Financial Planner, full-time wife, and full-time mother of two little boys, Colton and Mason.

She continues to follow her passion of helping others in the financial industry, and never seems to stop growing. Cathryn is currently pursuing her tax preparation certifications and moving forward with her Certified Financial Planner designation as well. Cathryn continues to amaze us, and her clients!