Cathleen H. Willson

Cathleen has a tenacity to get to the right answer.  She is an essential contributor to the firm responsible for building clear and concise portfolio analytics for routine client communications and is at the center of the firm's tax preparation and guidance capabilities. She has a great deal of securities industry experience with a significant focus on tax work. She has an accounting degree from Eastern Illinois University and is engaged in an active family life. She utilizes her education and experience to uphold and instill client confidence.  She cultivates an open and reassuring relationship with clients to provide the customized support they desire. She brings uplifting energy and soothing confidence to our firm.