Senior Service Advisor Catherine Norris is Retiring

With a combination of happiness for her and sadness for us, I am writing to share that Catherine Norris will be retiring from Capital Advantage.

Catherine has been an invaluable team member in providing exceptional service to our clients for over fifteen years. From her start in 2008 to her current role as Senior Service Advisor, Catherine’s welcoming personality and focus on her clients’ needs have made her not only a trusted service advisor, but a close friend to many as well. We won’t easily forget Catherine’s easy smile, charismatic energy, and the vital role she played in growing our company.

Please join us in thanking Catherine for her incredible contributions to our team. Although we are very sad to see her go, we are truly happy for her as she embarks on exciting new adventures during her retirement with her family and adorable micro-mini Bernedoodle, Reacher!

Catherine’s last day will be Friday, December 15, 2023.

Author Profile

Capital Advantage wordmark

The Author: Capital Advantage, Inc.

Capital Advantage’s editorial team is dedicated to providing our clients with relevant and timely insight into key financial planning topics.