Cathy has specialized in Long Term Care planning for the past 18 years. She began her career in 1998 spending over 7 years with GE Capital (now Genworth Financial) and 11 years as a partner with Long Term Care Financial Partners (now Acsia Partners, LLC) as a Sr. LTC Specialist and two term board of director’s member. Cathy has managed, trained, and mentored hundreds of other agents who share the same passion for helping individuals plan for their long term care needs in the future.
Cathy has extensive knowledge of the medical field and how it relates to the insurance industry’s underwriting standards due to a former career in nursing. She also works side by side with estate planning attorneys, financial advisors, and CPA’s to give their clients the most specialized advice in this most critical aspect of their overall financial plan.
For the past 8 years Cathy has expanded her focus to not only work with individual consumers, but adding employer groups seeking to incorporate LTC plans to their benefit portfolios. She has counseled, implemented, and enrolled many employer groups throughout the country including law firms, universities, city governments, financial institutions, and technology firms. Her deep knowledge and experience in this sector of LTC planning has made her a vital partner with benefit advisors and their clients.
Cathy is a native Texan and has resided in Dallas, TX for the past 23 years. She holds a bachelor’s degree from the University of Texas @ Arlington and has earned her CLTC designation as well as State Partnership certifications.
Licensed in: AZ, CA (#0K07305), CO, FL, GA, KY, MI, MN (#40317769), MO, NC, ND, NJ, NM, NV, NY, OK, OR, PA, SC, TX (#965667), VA, WA