Cathy Prather

Our Team

Cathy Prather

Practice Manager

Cathy’s role is to ensure we utilize the most efficient processes and technology to put your
solutions and strategies in place. She is intimately involved in the behind-the-scenes work that
keeps the financial and business planning process running smoothly. When implementing
investment and protection strategies, Cathy will work with you directly to make sure it is done
efficiently, timely, and accurately. She is also responsible for many client service needs and is a
dedicated problem solver.

Cathy is a graduate of the University of Idaho with a Bachelor of Science in Wildlife Resources. She
has primarily worked in family business environments for over 30 years, initially with her parents’
technical writing firm, and now in partnership with her husband Keven in financial planning,
insurance, and investments.

Cathy and Keven have 2 adopted children, Mason and Alex. She enjoys cycling, hiking, camping,
and plays (to varying degrees of accomplishment!) piano, violin, and guitar. She also enjoys a
variety of cultural interests available here in Northeast Ohio.

 

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