Client Service Specialist
Cathy joined the Rea team in 2016 and shortly became involved with the Know & Grow team. She has over four years of experience doing business valuations for Rea clients and is also a background in financial analysis, marketing, report writing, research, data and project coordination
She obtained her bachelors in business administration (management) from Bucknell Univeristy.
The tax partner that I was working for when I joined the firm in 1998 introduced me to business valuations and I’ve always enjoyed a big picture perspective in financial analysis.
I enjoy assisting clients in valuing their business and working with them to provide the best solution for their personal situation.
We work as a team with each client to determine the best solution to meet their specific needs and situation.
In the business valuation area, I see that most owners are not aware of the true value of their business and have not thought about their succession plan. Helping to provide business owners with these answers and some peace of mind is very rewarding work.