Cathy serves as our Licensing Coordinator. Cathy fulfills the task of managing the licensing requirements of Jeff and our affiliated financial professionals. (We are currently securities and insurance licensed in approximately 40 different States!). Cathy, Jeff’s wife, also assists Jeff with many tasks so that he can take good care of you, our clients! She has worked with him for over 20 years. She actively serves in their church on the hospitality team and enjoys spending time with her husband, family, friends, cats, going to Christian concerts, boating and entertaining.