Cathy L. Nowalk

I am deeply passionate about streamlining processes and tackling complex challenges to deliver exceptional client experiences. In my role, I combine a commitment to efficiency with a genuine dedication to helping clients work toward their financial goals. I thrive on building systems that enhance productivity, support decision-making, and create a seamless client journey. The most rewarding aspect of this business is knowing that my problem-solving skills and proactive approach contribute to our clients' long-term financial success.

My family has been a significant inspiration in my career. Growing up with conversations about generational wealth and values centered around service and helping others sparked my passion for the financial industry. I cherish getting to know my clients personally, as they share their life stories with me. It's a continuous relationship built on trust and support.

As a native of Montrose, Colorado, I have a deep love for my hometown, rich with opportunities for hiking, camping, and fishing. My grandparents were ranchers, and I am fortunate to have grown up in a place where hard work, dedication, and kindness were instilled in me. I share my life with my husband, Dave, our daughter, Ashley, our son, David, and our doodle dog, Abbie. Setting a good example for my family has always been a guiding factor in my career. In my free time, I enjoy hiking the Colorado mountains, running races, practicing yoga, and hosting friends and family.