Catherine has been the face of SAI Financial Services since 2014. In addition to scheduling and confirming appointments, she assists with event planning, marketing, and promotional design. Catherine prides herself on her ability to make clients feel at home and well taken care of when they visit our office. She will always be here to greet you with a warm smile and her infectious enthusiasm.
With a Bachelor’s degree in Business Administration, Catherine delivers a high quality of customer service. Her bubbly personality and efficient prioritization of client needs makes her a notable asset to our office.
Not affiliated with Woodbury Financial.