Catherine’s true purpose is to educate and empower women to take full ownership of their financial life, to learn and grow as they build their confidence and create exciting opportunities for their life.

Catherine has a Master of Arts in International Relations from the Johns Hopkins School of Advanced International Studies and a BA in Economics from the University of Pennsylvania.

She is an Investment Advisor Representative and Registered Representative with LPL Financial, and have my Series 7, 63, and 66 Securities registrations held with LPL Financial, as well as state Life and Health, and Property & Casualty Insurance licenses.

Sarin’s consultative approach encourages clients to be an active participant in the financial planning process, helping them build on their experience and judgement, and supplying them with the knowledge they need to make important, informed decisions.

She contributes to the Women in Finance movement via financial literacy and advocacy, and also encouraging women to join our male dominated industry. She has partnered with LPL's Diversity & Inclusion team as well as her alma mater, Boston University, to work on this goal.

Out of the office, her husband, Albert, and her are busy keeping up with their 2 sons. As a family, they enjoy traveling, biking and dance parties. 

Liana assists Catherine and Sarin in servicing our existing clients. Liana’s favorite part of the job is interacting with our clients and our book club!  

She graduated from University of Massachusetts Boston with a Bachelor of Arts in Psychology.

When not at work, she spends time with her family and friends, and dog Penny. She loves traveling, King Charles Cavaliers Spaniels, and makeup artistry. 

Kim is the friendly face you see when you walk into our office!

Prior to this role, she spent a decade as a Special Education Teach. She holds a Bachelor's Degree in Community Health and a Master's Degree in Education with Autism Specialization.

Fun fact: She taught abroad in Abu Dhabi, UAE for three years. During this time Kim traveled to thirty countries!

In her free time, Kim enjoy’s traveling, snowboarding, going to concerts, and spending time with her partner, Kevin, and cat, Nala.