Broker Check
Cathy Tamez

Cathy Tamez

Wealth Manager

Cathy has more than 18 years of experience helping individuals realize their retirement goals. She has comprehensive knowledge of and experience with retirement planning strategies in 401(k), 403(b), IRAs, college savings plans, and other investment vehicles.

Cathy has lived her entire life in the Dallas/Fort-Worth area and currently resides in McKinney where she has been a resident for more than 16 years.  She lives with her husband, Greg and is heavily involved in the Collin and Dallas County communities.

Cathy holds her undergraduate degree from The University of North Texas in Economics which she achieved in 2000.  In 2005 she earned her Masters of Business Administration with a focus in Financial Services from The University of Dallas.  She also holds a series 7, 63 and 66 securities license along with life, accident, and health insurance licenses.