4 weeks ago
Episode 49: SECURE 2.0: A Recordkeeper’s Perspective
In episode 49 of Revamping Retirement, Jennifer and Scott are...
- With CAPTRUST Since 2023
- 816.753.5100
-
4435 Main Street #650
Kansas City, Missouri 64111
Sarah Cathey, AIF®
Vice President,
Financial Advisor
- St. Louis, MO
- Little Fires Everywhere by Celeste Ng
- George Clooney, Tina Fey, and Jimmy Fallon
- Enjoy the little things in life, for one day you may look back and realize they were the big things.
- Honesty, kindness, and compassion
Financial Advisors
Sarah Cathey is an institutional retirement plan advisor based in Kansas City, MO.
Sarah joined CAPTRUST in 2023 and serves as a vice president and financial advisor. She works with plan sponsors and committees to improve the overall retirement plan by reducing fiduciary liability and enhancing participant outcomes. Sarah holds the designation of Accredited Investment Fiduciary and a Bachelor of Business Administration degree in finance from the University of Missouri-Columbia.
Outside of work, she loves spending time with her three young children and husband, being outdoors, traveling, and volunteering through Lead to Read. She also sits on the board of a local nonprofit supporting children with developmental delays.
Education
- Bachelor of Business Administration degree in finance from the University of Missouri-Columbia
Industry Designations
- Accredited Investment Fiduciary® (AIF®)
Memberships
- Board member, The Aiden Project
- Volunteer, Lead to Read
News & Resources
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