Client Services Officer
Cathy joined the Integrity Financial team in January of 2024. Cathy brings over 10 years of experience in database management, financial services, and customer support to her role. Cathy holds a Bachelor of Science in Computer Science from the University of Colorado at Colorado Springs.
Most recently, Cathy served as an Account Services Coordinator for a Financial Advisor in Colorado Springs, where her responsibilities included processing new accounts, managing client information updates, and overseeing database management. Her proficiency also extended to playing a pivotal role in facilitating eSignatures and DocuSign processing for clients. Prior to the financial services sector, her career began in software technical customer support at Digital Equipment Corporation (DEC) in Colorado Springs. Cathy then spent a decade managing the database at Colorado Springs Christian Schools. In this role, she had a significant impact on supporting the Admissions process.
Beyond her professional endeavors, Cathy and her husband Jim are avid travelers, frequently exploring the Colorado mountains and beyond. Their adventures sometimes include their two adult sons when schedules align. In addition to their travels, Cathy and Jim find joy in tending to their garden.