Catrina is a Financial Planner at McLean, where she works closely with senior advisors to serve high-net-worth clients. Her primary responsibilities include preparing comprehensive financial plans, investment presentations, tax projections, and other extensive analyses. She has over ten years of experience in the financial services industry. 

Education

• B.S. in Business Administration, concentration in Finance, University of New Hampshire

Professional Designations and Associations

• CERTIFIED FINANCIAL PLANNER™
• RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
• FINRA/NASD Series 66 and 63
• Life Accident & Health Insurance License – New Hampshire

Greatest Professional Satisfaction

“My greatest professional satisfaction is being a part of a dedicated team. I enjoy working with colleagues who share in my passion for helping others achieve their goals.” 

Greatest Personal Satisfaction

“I consider my greatest accomplishment to be my role as a parent. I am the proud mother of a son who has taught me the true meaning of unconditional love and has inspired me to be the best version of myself.”