As Vice President of Operations Cathy provides our team and our representatives’ support and assistance on a daily basis. Cathy works with our financial advisors and clients to address day to day issues. She also trains new team members, representatives and assists with structuring and implementing processes and procedures for the administrative team. Cathy is also responsible for maintaining and updating our office policies and procedures.
Cathy supports Mark in all client and prospect meetings, their preparations and with the coordination of the team in the client meeting follow-up process. She also obtains life insurance and long term care insurance quotes on behalf of the firm for Mark to review with clients.
Cathy has been an essential part of Snyder Wealth Group since 1997. Her positive attitude and work ethic provide our clients with an unsurpassed level of service. She has proven to be an invaluable asset to our office.
Cathy has 4 children Carla, Lino, Anthony and Bridget and 8 grandchildren. She is an avid quilter and enjoys spending her free time at her vacation home in upstate New York.
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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
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