Managing health and wealth often have similarities – the need for detailed planning, setting short and long term goals, considering family needs as well as your own, understanding of rules and regulations…the list of parallels goes on and on. It was therefore a natural evolution for Catharine to join CornerCap following a 20 year career in healthcare marketing. Throughout her career as a healthcare marketer, Catharine continually nurtured her passion for financial planning and investment management, learning a great deal about the various wealth accumulation opportunities that exist in both corporate and small business career pathways from real world experience. She now applies these learnings and Millionaire Next Door philosophy by helping individuals in various stages of wealth accumulation to achieve their personal and family goals with the Frame Your PictureTM approach.
Education
On June 28th, CornerCap Wealth Advisors CEO Cannon Carr interviewed Tom Barkin, President of the Federal Reserve of Richmond, about the outlook for inflation, the economy
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
