Financial Planner

Catrina is a Financial Planner at McLean, where she works closely with senior advisors in the New Hampshire office 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 7, 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

“My greatest personal satisfaction comes from being an older sister. I feel blessed to be part of my two younger sisters’ lives. I love watching them as they continue to grow into kind, caring, successful young women.