Cathy joined Victory Wealth Management, Inc. in early 2007as a Wealth Plan Design Manager. She brought with her over 7 yrs of experience in the financial planning industry. Because Cathy has a burning desire to help clients realize their financial dreams she is committed to the financial planning process and has worked with individual clients as well a small business owners in advanced planning areas such as legacy and estate planning, tax planning, structuring buy/sell agreements, and succession planning. 

 

Cathy holds a RFP (Registered Financial Planner) Designation as well as Series 7 and Series 66 FINRA registrations which allow her to advise clients in all matters dealing with stocks, bonds, mutual funds, REIT’s and variable annuities.  Cathy also holds a NC Life, Accident, Health, Long-term Care and Medicare Supplement  Insurance Licenses. 

 

On a personal note, Cathy was born and raised in Salisbury, NC. She graduated from Salisbury High School and received a Bachelors of Business Administration from Catawba College. Cathy and her husband, Lynn, have two children, Nathan and Brandon. They keep very busy with school and sports.