“You can be anything you want to be! You can do anything you want to do!"
These are words I heard over and over from my mother while growing up. She didn’t just say them, she lived them. After she and my father divorced, I watched her become a successful, strong, independent woman who learned how to handle her finances. I determined in my heart to not only to be like her but to teach other women that they could too.
As a financial advisor, it is my passion to teach people, especially women, how to be confident in handling their finances, while using language that is easily understood. In my job, I see generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. This inspires me to serve my clients by finding out what truly matters most to them.
I started my career in this industry in 2003 as an Edward Jones branch office administrator. I quickly realized I had a passion for working with clients to help them manage their financial goals. In 2006, I took a position with another firm and obtained my securities license and the AAMS® designation, which holds me to a higher standard for knowledge and ethics.
In 2012, I returned to Edward Jones. My clients often come to me during times of transition, such as retirement, receiving an inheritance or selling a business. I enjoy the challenge of developing complex, high-net-worth strategies which often require collaboration with other professionals such as CPAs and attorneys.
I grew up in the area and enjoy giving back to the community. I am a member of the Chillicothe Noon Rotary, a member and past president of the American Association of University Women and a founder of the Greater Chillicothe Women in Business networking organization. I love speaking to groups to educate people on saving and growing their wealth.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let’s visit.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Fine Dining
Office Address28 N Mulberry St
Chillicothe, OH 45601
Phone NumberCatherine Dresbach at (740) 775-5630
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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