Income Planning
Secure, predictable income is the foundation of a worry-free
About Us
At Catalyst Wealth Advisory, we are dedicated to empowering individuals and families to achieve lasting financial security through transparent, client-centered wealth management.
United by our shared experiences in the industry - where revenue goals and product-driven priorities sometimes overshadowed genuine client care - our team came together as a true catalyst for positive change.
As genuine fiduciaries, we uphold the highest standards without compromise, delivering exceptional, personalized service that truly prioritizes your goals and dreams. We guide you every step of the way, turning challenges into opportunities and building confidence in your financial future.
While every plan is uniquely tailored to you, the outcome is always the same: to ignite meaningful change and secure lasting prosperity.
Team
Managing Partner
Financial Advisor
Financial Advisor
Before becoming a financial advisor, I spent many years in a long and rewarding career as a clinical neuroscientist. My work combined hands-on patient care with research and...
Managing Partner
Financial Advisor
Financial Advisor
For over 20 years, I’ve blended public-service grit with private-sector precision - moving from K Street to Wall Street to Main Street - to help families retire with confidence and...
Managing Partner
Financial Advisor
Financial Advisor
With over 15 years of experience in the financial industry, I’ve witnessed the highs of smart strategies that build lasting wealth and the lows of outdated practices that leave...
Financial Advisor
I've always been drawn to the principles of sound financial stewardship, but that passion deepened through my early experiences in public service, where I learned the critical...
Director of Client Relations
With over 22 years of experience in financial services, bringing a strategic and client-focused approach to relationship management. My background includes 18 years in banking and...
Director of New Business Development
As Director of New Business Development at Catalyst Wealth Advisory, I focus on building meaningful relationships and helping individuals and families find the right long-term...
