Originally from the Pacific Northwest, Catie moved to sunny Southwest Florida to pursue new opportunities—now thriving in her role in business development within the financial planning industry. With a background in marketing and real estate, she brings nearly a decade of experience in connecting people with the right opportunities.

Today, Catie focuses on helping advisors grow their practices through meaningful partnerships, community connections, and strategic development. She brings this same passion and expertise to her work alongside Andy Andrews, supporting the mission of delivering exceptional value to clients.

A proud U.S. Army veteran, Catie’s approach is grounded in integrity, leadership, and a genuine desire to help others succeed. She is a natural connector who believes in the power of relationships to create lasting impact. Catie lives in Naples, Florida, with her husband and two sons. Outside of work, she enjoys reading, family time, and any time spent at the beach.