Cathy joined Horizon Wealth Advisors in 2002. For the first part of her career with Horizon Wealth Advisors, she served as the client service administrator, helping clients with the administration of their accounts at either Schwab or Fidelity. She was also an integral part of the organization’s operations, portfolio management and other client service matters. Cathy is currently responsible for ensuring and maintaining SEC compliance on behalf of the company.
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