I’m Cathy, former corporate dynamo, two-time entrepreneur, mom, wife, philanthropist and founder of Theia Financial®.

I love helping my clients create a comfortable, safe, flexible, personalized retirement income plan because I KNOW THEY’RE BUSY. I know because I’ve been there. When my kids were young, I first worked in corporate America and then started my own financial planning firm that I’ve since sold to my employees. If you’re like me, time is scarce!

I also love that as a virtual financial planner for women, I can serve clients, regardless of physical location in a very personal, customized and meaningful way from beautiful Jacksonville, Oregon. I landed here after being born in Colorado and working in Florida and New York. Aside from helping accomplished women, I am first and foremost a loving wife and mother, a serious world traveler, a serial entrepreneur and wine lover!