Cathy is a principal with Rehmann and is located in the Traverse City office.
Cathy has over fifteen years of experience in the field of taxation and estate planning. During this time she has worked with individuals and families to help them minimize the tax implications associated with the accumulation and transfer of wealth.
Prior to joining the Firm, Cathy was a trust tax officer with Northwestern Bank in Traverse City. In addition to servicing trust customers with their estate planning and tax needs, Cathy prepared the monthly income statement and scorecard for the trust area, and helped to prepare the quarterly and annual FDIC reports for the bank.
In addition, she graduated with honors from Cannon Trust Tax School in 2007.