Cathy is one of the admins responsible for the flow of business through completion. She is your point-of-contact for questions concerning statements, income checks, and a myriad of other items that are part of serving our clientele well.
Speaking of serving well, Cathy has 37 years of experience in customer service. Since the financial services business floats on a sea of paper, her goal is to ensure your administrative needs are met so that you can pursue your financial goals successfully — and with minimal hassle. This is who she is and what she does.
My commitment to accuracy ensures that every account transaction is handled with precision, minimizing errors and streamlining processes. I take pride in maintaining high standards of quality while meeting tight deadlines, ensuring that client accounts are processed swiftly without compromising accuracy.
Cathy is also a Notary Public.
Cathy lives in Stewartstown with her husband, Todd. She enjoys antiquing, gardening and spending time with her two adult daughters.
I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.
Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.