Cathy joined Lincoln Financial Advisors in 2005 as a Planner Assistant. In 2006, she stepped into the role of Office Facilitator. Cathy manages all levels of new business including investments, insurance, managed accounts, and retirement accounts. She also processes additional business/client-related forms, manages our client database and has facilitated the transition of our office to a paperless system and oversaw the move and expansion of our office on two occasions.