Nicole Zielke Harris
Senior Vice President, Investments | Raymond James | 859.253.9769
Nicole offers more than 22 years of experience helping others manage their investment portfolios through changing, and occasionally challenging, markets. Her career in the financial services industry started in 1994 as a sales assistant and then after becoming registered with her Series 7 license, she began her career as a financial advisor in 1995. She joined Morgan Keegan in 1999, which later merged with Raymond James in 2012.
Through a comprehensive approach to wealth management, Nicole builds personalized investment and financial planning strategies that are tailored to meet each clients individual needs, their goals and their tolerance for risk. Using goal-based planning and a hands-on process, she strives to ensure her clients custom financial plans stay in line with their goals. She serves as Senior Vice President and holds her Series 7, 31, 63, 65 Securities licenses, as well as her producers license for life and variable insurance contracts.
Raised in Bardstown, KY, Nicole stayed in Lexington after graduating in 1994 from the University of Kentucky with a B.S. in Finance. She has been married to her husband, Brad, for over 18 years and they have three children. They attend Southland Christian Church and together as a family, they often enjoy the volunteer opportunities. She enjoys spending time with family, attending Southland Christian Church, watching her childrens sports & activities, her Bible study group, Kentucky basketball, gardening and being with close friends.
Her advice is summed up with a quote from Richard Winwood, “Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.”
VP, Senior Business Banker | Republic Bank | 859.266.3724
As a private banking officer, Emily works with clients on personal banking to business and/or commercial needs. Over the nine years that Emily has worked at Republic Bank, she has helped members of the medical community, including resident, fellow and attending physicians, with their lending needs.
“Thanks to my familiarity with healthcare workers, I have a better understanding of the different circumstances individuals are in when it comes to lending needs,” she says. “With the help of Republic Bank, I have been able to carve out special loans to help accommodate the needs of my clients.”
Emily is an active member of the community and serves on the committee for Her Knight and the American Diabetes Association (ADA) for Kiss A Pig. She and her husband, Marcus, live in Lexington with their two young children. NMLS# 419242, Member FDIC, NMLS# 402606
Lawrence W. Wetherby III
VP, Senior Business Banker | Republic Bank | 859.519.3387
Lawrence was a teller throughout high school and college, and after a brief stint in the political field, he was drawn back to the banking profession. He focuses on commercial and business banking, which allows him to be active in the community and meet new people and businesses.
Success and drive are Lawrences biggest motivators. Professionally, Lawrence prides himself on being a top performer, year after year, but personally, one of his great accomplishments was soliciting a large health insurance company to pay for his mothers cancer treatment after it was originally denied, which enhanced and extended her life.
Lawrence prioritizes giving back to his community by serving as chair of Downtown Lexington Corp, a board member of Downtown Management District and by playing an active role with the American Cancer Society, specifically with the “Real Men Wear Pink” fundraisers. In his free time, Lawrence enjoys golf, biking, working out, hunting, fishing, reading, gardening and watching University of Kentucky athletics. Member FDIC, NMLS# 402606
Assistant Vice President, Relationship Manager | City National Bank | 859.367.3711
Charlies career began at City National Banks predecessor as a part-time teller while attending the University of Kentucky. He was offered a full-time position after graduation. After a couple years, Charlie was promoted to branch manager at the Tates Creek office and then was promoted to commercial relationship manager in May of 2015.
As Charlie explains, all bankers are not created equal. “People should pick their banker based on their ability to deliver solutions,” he says. “I strive to be honest, transparent and give my best effort to help clients reach their objectives.”
Charlie is a self-proclaimed adrenaline fanatic—he enjoys activities like skydiving and cliff jumping. He and his wife, Natalie, spend their free time boating on Lake Cumberland, traveling, snow skiing and spending time with their six-month-old son.
Victoria C. Carling
Senior VP/Relationship Manager Commercial Banking | City National Bank | 859.367.3701
With more than two decades of banking experience, Victoria has worked with all types of middle market commercial enterprises, including those invested in real estate, and with high net worth individuals that have specific lending needs.
Victoria has been in a community bank environment for nine years, but started her banking career at a large global banking firm where she spent 13 years.
“I wanted an organization where I had more influence in how to help clients reach their financial goals,” she said. “City National Bank supports my career goals perfectly.”
She and her husband, Scott, have been married for 21 years and together they have a son and daughter who are in high school. Victoria says she is motivated personally and professionally by staying in a career she loves, raising two amazing kids while advocating for community organizations that she holds close such as Girls on the Run, Women Leading KY, The Splash for Cystic Fibrosis and KET.
While Suzanne was on scholarship for computer engineering in college, she realized that she was very social and changed her major to business to fully utilize her strengths.
“I have always been interested in investing and read books about it starting at age 12,” she says. “I began my career at a bank in Michigan as a teller. Then, I moved to Huntington, WV and worked as a teller with the intention of moving up into the advisor role. I was a banker and securities licensed within a year, and I have never looked back.”
Suzannes says her biggest motivator is helping people and her clients. Her primary focus is on pre-retirees and retirement income planning.
In Suzannes free time, she reads investment literature, researches investments and stocks, enjoys travelling and bowling. Shes also a fundraising committee chairperson and board member for Arbor Youth Services. Suzanne has two children and three rescue dogs. Photo by Keni Parks
Darryl M. Terry
Central Kentucky Market President | Kentucky Bank | 859.771.5092
Darryls expertise is in helping clients set up the best loan to help them with their needs. For more than 20 years he has worked at Kentucky Bank. Darryl says the most rewarding part has been meeting new clients and the friends he has made along the way.
Darryl calls Winchester home and attended UK with a B.S. in Accounting and is a graduate of the L.S.U. School of Banking. Darryl is president of the Winchester Chamber of Commerce, the past president of the Lexington Forum and a previous board member of the Lexington History Museum. His dream is to be a guide at Gettysburg National Battlefield.
Darryl and his wife, Diann, have been married for 36 years and have two adult children, Matthew and Hannah. Matthew and his wife, Amanda, recently had a baby and Darryl, along with the rest of the family, is over the moon for the first grandbaby, Morton. NMLS# 630677
Amanda Schmutte, Senior Financial Advisor at U.S. Bancorp Investments, and her team work with clients to help build, preserve and transfer wealth.
“We are focused on helping clients work toward their individual financial goals using planning as a starting point, then utilizing investment management and insurance services to meet their needs. We greatly value our relationships and many clients have become dear friends over the years,” says Amanda.
When the financial crisis hit in 2008, Amandas position was eliminated, without any notice, and she found herself unemployed for the first time in 20 years.
“I wont pretend that I didnt feel deeply hurt and betrayed. I had been the primary income provider for our family for many years and my family was counting on me. These were some very dark days for me, but thanks to my supportive husband, friends and the grace of God, I found a new home with U.S. Bancorp Investments. I can honestly tell you now that it was the best thing for us. I am once again doing what I love, which is helping people.”
Amanda and her husband, Mark, have been married almost 30 years and have three daughters that amaze Amanda every day.
Director | Blue & Co., LLC | 859.253.1100
Greg brings more than 35 years of professional experience to Blue & Co. from numerous industries including manufacturing, equine, not-for-profits, private colleges and schools, and consulting services focusing on closely-held businesses.
After graduating from the University of Kentucky, Greg began his career with Potter & Company, LLP, which merged into Blue & Co., LLC in 2010. As a public accountant, Greg says that he has a duty to help his clients succeed. The fulfillment that comes with seeing his clients accomplish their goals is what has motivated him throughout his career.
Greg serves on many civic and professional organizations, including Sanders-Brown Center on Aging, University of Kentucky Accounting Advisory Board, Commerce Lexington and the YMCA Metro Board.
Greg and his wife, Milly, have a blended family comprised of three adult sons. His hobbies include boating, traveling, and spending time with friends and family. NMLS# KY - 2626
Director | Blue & Co., LLC | 859.410.2388
After initial declarations as English and education majors at Transylvania, John Copeland decided that the business world was a better fit. Having stumbled upon an accounting class in high school, he was well suited to jump into collegiate level accounting classes. The professors and his positive internship experience were the reasons he made the decision to be a certified public accountant (CPA).
Johns areas of expertise include tax planning, compliance and consulting for businesses and individuals. His industries of focus include service professions, small construction contractors, retail, franchising, real estate and manufacturing.
“At Blue & Co., we strive to be our clients trusted business advisors, which means we do a lot more than just fill out tax returns,” says John. “We enjoy being the resource our clients seek advice from before making a significant business decision–whether its the decision to start a new business, sell a business or anything in between.” Kentucky CPA License - 6443
R. Tracy Osbourne
Senior Vice President | Community Trust and Investment Company | 859.389.5300
Tracy Osborne has been managing peoples wealth since 2001. Now with Community Trust and Investment Company for 13 years, Tracy helps individuals accomplish their financial goals.
“We are in the relationship business,” Tracy says. “We meet with new and existing clients to help identify their needs and provide solutions, which is achieved through our rapport, solid investment philosophy and team service model.”
Tracy has always had a passion for numbers and taking care of people, and as he explained, the investment industry provides the opportunity to do both.
“What is routine to us in the industry can be a huge sense of worry to our clients,” Tracy says. “Whether we recognize it, every day our work relieves worries and concerns, and provides peace of mind to our clients.”
In Tracys free time, he likes to golf, watch college football and basketball and travel with his wife, Jennifer.
Andy D. Waters
President & CEO | Community Trust and Investment Company | 859.389.5300
With nearly 30 years of experience, Andy has been helping people manage their wealth since 1987. Originally from Jacksonville, NC, Andy is motivated by helping people, building relationships with clients and being a trusted advisor.
Andy has been with Community Trust and Investment Company for 13 years. He seeks to give people peace of mind by protecting what they have worked so hard to accumulate or have inherited.
“Its about relationships, and building rapport and connections with people because they trust and rely on you—not just because they have hired you,” he says.
Andy and his wife, Jenny, have five children and are active members of Tates Creek Presbyterian Church, where Andy is an elder and a member of the finance committee. Andy enjoys spending time with family, watching sports (especially college basketball—having been born in NC, hes a Tar Heels fan) and playing recreational sports.
For many years, Patty Breeze operated her own independent insurance practice, Breeze Financial LLC., which is still in operation.
“After meeting Carolyn Howard, founder of SeaCure Advisors, and realizing we had much in common, especially with regard to assisting clients reach their financial goals, I became an investment advisory representative of the firm. I am now able to concentrate on more advanced and formal financial planning for my clients,” said Patty.
As a certified financial planner since 2000, Patty felt that clients would benefit from a total needs approach to their financial situations. “My mission is to provide my clients with extensive information, so that, they are empowered to make the best financial decisions for their families and themselves.”
When time allows, Patty enjoys reading novels, playing tennis, downhill skiing and traveling with her husband, David, and their two children. CLU, CFP®
Before returning to her Kentucky home, Carolyn Howard founded, built and sold two other registered investment advisory firms in Boston, MA, where she lived for many years.
SeaCures specialties are retirement, tax and estate planning. The firm focuses on comprehensive financial planning and provides unique, custom plans for clients of all ages.
“We believe everyone needs a financial plan and should have one regardless of assets they have,” she said. “We have the ability to manage client monies, but it is not requirement to have a plan. Our goal is to provide financial security for the mature needs of our clients.”
Married to Albert Kelley, Carolyn has two adult children and two granddaughters. She enjoys the arts, music, reading, swimming and keeping fit. Shes involved in several community organizations, including the Bluegrass Trust Antique and Garden Show Committee, 100 Women and Philanthropy and Women at UK. NMLS# 61712 CFP®
Brandon J. Gaines
Wealth Management Advisor | Northwestern Mutual Wealth Management Company | 859.523.8700
Brandon Gaines specializes in working with current and pre-retirees in retirement income and distribution planning, as well as physicians and small business owners at Northwestern Mutual.
“Financial planning is more than having an investment account, an insurance policy or a budget—its a full circle approach regardless of age and income. I have been fortunate to sit down with a lot of great people in the community that on paper have all the right stuff but dont feel like they have a plan,” he says. “I believe its about connecting whats on your balance sheet with whats in your heart.”
Brandon started his career at Northwestern Mutual as a college intern and has been with the firm ever since. Motivated by helping clients achieve their goals, he prides himself on his dedication to ongoing education and making an impact in the community.
Brandon is most proud of the caring approach, expertise and education that his team brings to their clients.
“Seeing the relief on a clients face when they discover that retirement is an option, that they can take the trip they have talked about for 30 years, or to see a parent or grandparent smile knowing that their children and grandchildren will get an education and pursue their dreams is what makes all the difference in the world,” he says.
In Brandons free time, he enjoys playing music in his band, golf, the outdoors and traveling with his wife, Kathryn.
CFP®, RICP®, ChFC®, CLU®, CLTC
Vice President, Lending | First State Financial | 859.273.5723
Miller Wilson began his banking career in 1996 as a teller and moved up position by position. At First State Financial, Miller handles both consumer and commercial loans of any size and for any purpose. Now in business more than 20 years, Miller loves the fact that over the years, several folks who started out as clients have become friends.
“Like most bankers, I like nothing more than to help my clients succeed,” says Miller.
Motivated by family, friends, results and an internal drive to succeed, Millers proudest accomplishments are losing 85 pounds and running the entire length of the 2016 Bluegrass 10,000. His hobbies include camping, fishing, darts and watching University of Kentucky athletics. He and his wife have a son and daughter. NMLS# 467140
Vice President of Lending | First State Financial | 859.977.8691
Jimmy Atkins has been with First State Financial Inc. for 12 years. His areas of expertise are in consumer lending, mortgage lending and commercial lending.
Jimmy started in banking in 1998, after graduating from the University of Kentucky, where he worked his way up into management and then lending. Motivated by helping his clients achieve financial success, Jimmy prides himself on being consistent for his clients.
Jimmy enjoys staying fit, following University of Kentucky athletics, coaching youth baseball and spending time with his wife, Tabitha, and two sons, which he says are his greatest accomplishment. He also volunteers with the American Heart Association and Southwest Pony Youth baseball. MLO #586457
Vice President and Market Manager | Town & Country Bank and Trust Co. | 859.245.0836
Coby Adkins, Vice President and Market Manager for Town & Country Bank, has more than 15 years of banking experience across various leadership roles. Coby was vice president of business banking with PNC Bank prior to joining Town & Country Bank, where he assisted business owners in achieving their financial goals by providing both personal and business solutions to privately held companies. Coby also served in the United States Marine Corp for six years.
Cobys areas of expertise include lines of credit, equipment term loans, business acquisition lending and owner occupied commercial real estate.
Originally from Morehead, KY, Coby enjoys spending time with his family and working out in his free time.
Market President | Peoples Exchange Bank | 859.269.0235
Matthew White specializes in commercial real estate transactions. Hes been in the banking industry for 20 years, eight of which have been at Peoples Exchange Bank. There, Matthew was given the challenge, and the opportunity, to grow Peoples Exchange Fayette County. In eight years, Matthew and his team have grown from 8 million in loans to almost 100 million.
“Looking at the monthly reports and trying to make next month even better is a huge personal motivator,” he says. “My employees have been an incredible asset and have contributed immensely to this effort. It makes coming to work fun and exciting, which most people dont expect in a banking environment.”
When Matthew isnt working, he enjoys hot yoga, rock climbing, mountain climbing, horse racing and fixing up abandoned houses in distressed areas of the community. NMLS# 580177
Diane always knew that she wanted to help people when she got into the professional world. With her knack for finance, she started at an insurance company that lead her to focus on written financial plans and the independent channel of financial services.
As owner of Alliance Financial Planning, an independent financial planning firm backed by the largest independent broker dealer LPL Financial, she and her firm recently celebrated the 10th anniversary of independence and have been in the industry almost 15 years.
“Our key to success is allowing the clients needs to lead to the recommendations in order to fit their goals and personalized plan,” Diane says.
Diane is motivated professionally and personally by being able to make a positive impact. Her hobbies include travel, going to concerts, home improvements and University of Kentucky athletics. Shes also an active member of the community as board chair for Dress for Success Lexington, member of the Junior League and the Professional Womens Forum. CFP®
Regional President | Wesbanco | 859.244.7200
Jeff Koonce has been in banking in central Kentucky for more than 30 years. As a community banker, Jeff has held key senior management roles in community and regionally based banking organizations.
Jeff joined WesBanco, formerly Your Community Bank, in 2013 as president for the central Kentucky market. With the acquisition of First Federal Savings Bank in Elizabethtown, Ky., Jeff moved into his current role, covering Fayette, Nelson, Hardin, Meade and Hart counties. “At WesBanco we truly believe in being a valued part of the communities in which we live and operate,” says Jeff. Motivated by seeing his team succeed, Jeff has found his own success through perseverance and hard work.
An active member of the community, Jeff currently serves on the boards of Commerce Lexington, Community Ventures Corporation, American Heart Association and is the 2017 Corporate Council Chair for the Shriners Hospitals for Children. He his wife, Diana, have two grown children and one grandson. Photo by Keni Parks
Vice President / Mortgage Branch Manager | Commonwealth Bank & Trust | 859.509.4731
Having recently joined Commonwealth Bank & Trust Company as Vice President and Mortgage Branch Manager, Jamie has more than 15 years of experience in mortgage lending. He has achieved the status of being central Kentuckys top loan originator by doing the right thing for his clients.
“The dream of homeownership is achievable by almost everyone as long you have the desire. My job is to educate my clients and find the right loan to fit their needs,” says Jamie. “Im eager to leverage my experience and product knowledge to help my customers. Commonwealth Bank & Trust Company provides me with the platform to make all that possible.”
Jamie says that he is meticulous and prides himself on getting things done efficiently for his clients.
“I want my clients and referral partners to know that they can always get of ahold of me—when convenient for them—days, nights or weekends. I pride myself on being a great communicator and always providing a straight answer. A deal either works or it doesnt. It is crucial that we work together to figure that out as quickly as possible.”
Jamie and his wife, Brandy, have four children, who Jamie says are his biggest motivators. A self-proclaimed “Dance Dad,” Jamie spends his free time with friends and family, playing basketball with his son, watching University of Kentucky basketball and traveling to the Gulf of Mexico. Jamie and his family attend Crossroads Christian Church and he enjoys giving back to the community.
Vice President, Treasury Management Officer | Forcht Bank | 859.264.2265
Kristen Wells, vice president and treasury management officer at Forcht Bank, has spent the past 16 years working in business development and client relations in both the financial and medical industries. Her position at Forcht Bank allows her to do what she is most passionate about, which is a mixture of sales, operations and client relations.
Every client I meet has a unique story with different needs,” she says. “I enjoy finding ways to help streamline their daily banking activities, so that they can have more time to focus on building their business. Our customers are always at the center of every decision.”
Kristen loves to cook, travel and spend quality time with family and friends. She and her husband, Jim, have been married 20 years and have three sons, who she says are her greatest accomplishment.
Relationship Manager, Deposit Production, Treasury Management Bank of the Bluegrass & Trust Co. | 859.685.3053
When Courtney was a senior at UK, she interned at a local bank in Lexington. After graduating, she was offered a full-time position as a teller and was given the opportunity to grow with the bank and learn many different areas of banking.
Now with more than 10 years of banking experience, Courtneys expertise includes business development and client relations, marketing, deposit operations, treasury management and security.
“My experience and expertise has lead me to my current position, relationship manager at Bank of the Bluegrass. I enjoy doing what I am most passionate about, which is creating relationships with individuals and businesses, and helping them find the best solutions to their banking needs,” she says.
In Courtneys free time, she enjoys golf, running and yoga. Courtney says that her family and friends have had the greatest impact on her life, but especially her father, who inspires her in so many ways.
Senior Vice President | First Security Bank | 859. 410.6565
Lesley Fluke joined First Security Bank in October 2016, having worked more than 28 years in commercial banking. She has in-depth experience handling medical practices, commercial real estate, manufacturers/distributors, service industries, and not-for-profits.
Lesley describes herself as driven. She likes to meet her customers at their place of business to gain a better understanding of their daily operations, the companys cash conversion cycle, and to discuss any financial concerns and future plans. She provides solutions to help reduce costs, improve cash flow, fund growth and capital expenditures, and identify any potential operating risks such as fraud.
She and her husband, Martin, moved to Lexington from Atlanta, and they have a daughter and son who are both students at the University of Kentucky. Community involvement is important to Lesley, and she is looking forward to making a difference in her new city of Lexington. NMLS# 1553970
William “Bill” Feltner
President, Lexington/Fayette Market | South Central Bank | 859.223.0179 x4381
Bill Feltner, president of South Central Bank, Inc. for the Lexington/Fayette market, started his banking career in Lexington in 1972. Over the years, he worked his way up from a management training position to market president.
Motivated by pursuing new business, whether that is deposits or loans, Bill has enjoyed the banking profession.
“While there have been lots of ups and downs, and a lot of regulations over the years, I still like the challenges I face each and every day.” he says. “Banking is not just banking anymore—its financial services like wealth management, technology friendly services for customers who want to use internet banking, relationship bankers, and flexibility on the access to loans and the list goes on.”
While Bill doesnt get the opportunity to play golf as often as he would like, he spends his free time landscaping and working outside his home. NMLS# 476282
Vice President | PNC Bank | 859.281.5307
David started his career in nonprofits, working specifically with colleges, universities, nonprofit hospitals and local governments. From there, he made the transition to general healthcare, commercial and corporate banking.
“Now I wear two hats,” says David. “A coworker and I handle Lexington PNCs commercial book, which is made up of companies with annual sales of $5 to $50 million, and I work with our corporate book, which is made up of companies with more than $50 million in annual sales.”
David grew up in Elizabethtown, but has lived in Lexington since 1994. He graduated from Eastern Kentucky University with a Bachelors of Business Administration (BBA) and has a Masters of Business Administration from Sullivan University. David and his wife, Shelly, have been married for almost 17 years and have four sons.
Fiduciary Investment Advisor | Unified Trust Company | 859.514.3347
Billy joined Unified Trust nine years ago and while he works with a broad range of clients, his specific areas of expertise have been in comprehensive financial planning and working with retirees, and pre-retirees, to transition their retirement nest egg into a retirement income plan.
“While the industry has seen rapid growth of so-called robo advisors, no website or call center can replace the value that comes from a trusted, personal relationship centered on goal-based planning,” says Billy. “The importance of having someone you trust, someone that truly understands your goals and is actively managing your investments to help you achieve them, cannot be understated.”
Billy graduated from UK with a Bachelors of Business Administration in finance and a Bachelors of Science in accounting. Billy and his wife, Erin, live in Lexington with their daughter and chocolate lab. CFP®, CTFA, AIF®
Sales Manager | Bank of England Mortgage | 859. 361.0309
As a veteran mortgage lender, Jesse has been in lending for 15 years, his most recent two years have been at Bank of England. He assists and caters to a wide array of clientele with their home purchase and refinance home loan needs. Regardless if they are buying their first home, vacation home or forever home, Jesse always fights for his clients money as if it were his own. Jesse prides himself on being dependable and accessible to his clients and realtor partners on nights and weekends, and delivering timely, dependable and professional services.
Motivated by the desire to provide the highest level of customer service possible, Jesse has found the most rewarding part of his profession is that he cultivates long-term relationships with his clients and business associates.
Jesse started his career in the mortgage business shortly after graduating from Berea College with a Bachelors of Science in Business Administration. A native of Lexington, Jesse and his wife, Kim, have two young sons, Gray and Cannon. He enjoys Crossfit and attending his boys activities and sporting events, and hes a regular participant in various volunteer initiatives with the Young Realtors of the Bluegrass and the Lexington Bluegrass Association of Realtors. NMLS# 770974
Dave L. Harris
CEO | MCF Advisors, LLC | 859. 967.0999
Dave began his financial services career as a commodity trader on the Chicago Exchanges. In 1985, he became Vice President of Integrated Resource, Inc.—an investment banking firm in New York City. He founded MidSouth Capital Asset Management, LLC. in 1989, serving as the CEO, until the company was acquired in 2000. Shortly thereafter, Dave joined MCF Advisors as a senior partner and shareholder.
With two offices in Kentucky, MCF provides financial and investment services for many clients in the Commonwealth, but also has clients across the country. For the past three years, MCF was named to the Financial Times Top 300 list of top Registered Investment Advisor (RIA) firms.
Motivated by the desire to help others succeed, Daves advice to clients is to remember the importance of practicing patience in finance. Dave and his wife, Jennifer, have two children and four grandchildren. He enjoys spending time with his family and with ministry at Southland Christian Church, where he is a member.
Vice President/Market Senior Loan Officer | Community Trust Bank | 859.389.5350 x5351
Cathy has been in the banking industry for 26 years, 17 of which have been at Community Trust Bank. With more than two decades of experience, Cathy has worked in all areas of banking, but has focused on retail, operations and security functions.
Cathys career in banking started in college and it quickly became her focus and passion. “I have had the pleasure of working for and with so many great people over the years,” she says. “Taking great care of the customers and being a vital part of the community is what has motivated me throughout my career.”
Cathy and her husband, Gregg, have been married for 20 years and have a teenage son. Cathy says that her proudest accomplishment is her son, Mason: “Im very proud of watching my son become an incredible young man, he amazes me.” NMLS# 561219