More than 40 years experience in the financial industry

Catherine Coburn

Operations Manager

Catherine oversees everything there is to oversee, but in particular she leads our people and guards our standards. She is responsible for ensuring that what we say is important, actually shows up in the work we do. Catherine’s diverse professional credentials span more than 20 years in the service industry. She has led numerous offices for both small companies and major corporations. Catherine began her career at Connecticare, transitioning to Travelers Insurance Company, and then the Group Insurance Division for AT&T as Customer Service Manager. She is a graduate of the University of St. Joseph’s with a B.A. in Business Administration.

When not in the office, Catherine, an outdoor enthusiast, and adventurer, enjoys skydiving, camping, hiking, and boating.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.