Cathy joined Boulay Financial Advisors, LLC in 2021 and has more than 25 years of experience within the financial services industry. As Chief Operating Officer and Chief Compliance Officer, Cathy partners with other leaders in BFA to identify, manage and deliver on operational, technology and compliance priorities, as well as develop strategies to drive change at all levels. Cathy is passionate about improving the client experience and is motivated by the opportunity to solve problems, get answers, serve others and improve processes and procedures.
INVOLVEMENT
BFA Board Member
Edina Morningside Rotary Club — Board Member
North Star Rotary Youth Exchange — Counselor
EDUCATION
Drake University — B.A. Economics, minor in Finance
Series 65 Registered
PERSONAL INTERESTS
Traveling and spending time with her husband and four daughters
Walking with friends and her mini goldendoodle, Dharma
Running, hiking and enjoying any opportunity to be outdoors
"My role is centered on creating positive change. To me, the foundation of positive change is to seek input and ideas from others, learn from your team and clients, figure out what is and isn't working, and implement solutions that are a result of this collaboration."