Located at 14400 Branch Street, Omaha, NE 68154

Cathy brings three decades of expertise in wealth management, trust, and estate planning, to UBT.   She earned her Bachelor of Science in Business Administration specializing in accounting and office management from Kearney State College, now University of Nebraska Kearney.  Cathy’s extensive experience enables her to deliver tailored strategies that safeguard and enhance client assets while ensuring seamless generational wealth transfer.  

Cathy offers in-depth knowledge with trust and estate administration, investment management services, wealth preservation strategies, and financial planning.  Cathy is dedicated to providing clients with sophisticated and personalized solutions ensuring financial confidence and peace of mind.   Cathy is currently a member of the Omaha Estate Planning Council.  Cathy enjoys traveling and exploring new destinations with her family and enjoys outdoor activities such as beach outings, golfing, biking and hiking.