Cathy comes to UBT with nearly 30 years of wealth management, trust, and estate experience. She earned her Bachelor of Science in Business Administration specializing in accounting and office management from Kearney State College, now University of Nebraska Kearney. She offers in-depth knowledge of wealth management and estate planning products to individuals through investment management services, trust, conservatorships, and estate administration. She leverages her extensive experience working cross-functionally across banking operations to accomplish client’s financial goals. Cathy provides personalized and comprehensive guidance and service to clients to meet their overall wealth management objectives. She is currently involved with the Omaha Estate Planning Council.
Contact Cathy for help with:
- Trustee services and trust administration
- Estate planning and estate administration
- Revocable trust and irrevocable trust needs
- Protecting family wealth
- Investment management
- Wealth planning and wealth management services
If you’ve got questions, I’ve got answers! Simply click the Contact Me button to the right and provide your contact information, as well as a brief message about your needs, and I’ll follow up shortly.
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