Cathy Coleman is Executive Assistant to Mark D. Lowe, CFP®, ChFC®, CLU®, President of the Conservative Advisor. She prepares and analyzes internal and external communication, manages the team calendar and corporate operations, and assists with projects as needed.
Cathy joined the firm in 2023. Prior to joining The Conservative Advisor, Cathy was a Senior Associate Unclaimed Property Auditor with Innovative Advocate Group, Inc. She brings over 16 years of financial services industry experience to the team.
In her spare time, Cathy enjoys traveling with her family and friends.