Catherine has more than 30 years of public accounting experience with more than 25 years concentrated in the employee benefits area. She personally serves more than 50 of our employee benefit clients. Many of these employee benefit clients have been with Catherine for several years, due to her ability to foresee and resolve any issues that may plague organizations, her vast knowledge and ability to navigate the complexities of the industry, and her responsiveness to clients.

Catherine also serves as the partner in charge of our San Francisco office.


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    • American Institute of Certified Public Accountants (AICPA) – Employee Benefit Plan Audit Quality Center, Served as representative partner
    • California Society of Certified Public Accountants (CalCPA)
    • International Foundation of Employee Benefit Plans – Accountants Committee, Former board member
    Lehigh University

    Bachelor of Science, Business and Economics, Accounting