Hi, I'm Cates!

I am a former property manager, and now an entrepreneur and a full-time mom. I’m a strong advocate of financial literacy which most likely led me to become a licensed financial advisor and pursue this industry. 

I’m here to help you prioritize life goals, protect your assets, increase your net worth and build a better future by focusing on what you need. With more than 10 years of customer service experience, building trust and relationships as well as meeting your needs and addressing your concerns is my topmost priority. 

Let’s find your path to a brighter financial future! Get started and chat with me.

Cates S.

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Life insurance is time. The time a man might not have. If he needs time, he needs life insurance

Ben Feldman