We are strategic high-touch tax optimization
specialists here to help you.

Catherine works closely with the team to ensure that internal processes run smoothly and that clients experience a seamless interaction with the firm.

Catherine holds a Bachelor of Arts in Economics from San Diego State University. Prior to joining Encore Partners, she worked at LPL Financial as an Operations Specialist for 7 years, where she supported operational workflows and provided back-office support. She also has experience as an Accounting Coordinator, overseeing daily accounting operations.

Her background in operations and accounting enables her to support both the firm’s internal team and its clients with efficiency, organization, and attention to detail.

What is your favorite quote?
“It always seems impossible until it’s done.” – Nelson Mandela

What do you enjoy doing when you’re not working?
I enjoy reading and staying active by taking Pilates classes. I also love cooking and trying new restaurants with my husband.

If you were to look back from the age of 80 and tell yourself anything what would it be?
I was happy with the life I chose and have no regrets.

What are two things on your bucket list?
1) Stay in an overwater bungalow in Bora Bora, 2) See the Swiss Alps