My Qualifications
Cathy's Qualifications
As a Financial Advisor with Capitol Financial Solutions, I'm dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I regularly participate in industry training and certification programs.
I follow a practical approach to offering financial services and advice to my clients. Rather than just recommend a hodgepodge of products, first I'll evaluate in-depth your financial situation. Working together, we will develop a customized strategy for you to help you achieve your goals. After that, I will suggest the appropriate products and services to help you successfully implement your strategy.

My Professional Qualifications Include:
- CERTIFIED FINANCIAL PLANNER™
- Retirement Income Certified Professional® (RICP®)
- FINRA Series 6 Securities License
- FINRA Series 63 Securities License
- FINRA Series 65 Securities License
- FINRA Series 7 Securities License
- Life and Health Insurance License
- Member, National Association of Insurance and Financial Advisors
- Member, Financial Services Institute

My Personal Affiliations
- First Presbyterian Church of Richmond, Member
- Virginia Museum of Fine Arts, Member
- Richmond Coin Club, Member