Cathryn M. Porter has built a growing national presence in the financial services industry, recognized for her commitment to tax and retirement planning along with comprehensive financial advisement for both individuals and businesses. With a client focused approach grounded in education and transparency, she works closely with those she serves to help them build long term financial confidence and stability.

Ms. Porter specializes in retirement, tax, and financial planning, guiding clients through thoughtful strategies tailored to their unique goals and life stages. Her work emphasizes clarity, trust, and proactive planning, ensuring clients understand their options and feel empowered in their financial decisions. She takes pride in developing strong relationships and has steadily expanded her client base through consistent service and dedication.

Ms. Porter earned her bachelor’s degree from Cleary University with a focus on corporate finance, accounting, and securities law. She holds Series Seven and Series Sixty Six licenses, along with life insurance and is an IRS Enrolled Agent reflecting her qualifications and commitment to professional standards within the financial industry.

She remains actively engaged in professional and community organizations, including affiliation with Dave Ramsey and membership in the Brighton Chamber of Commerce. These connections support her continued growth while reinforcing her dedication to ethical financial education and community involvement.

Ms. Porter credits much of her success to the guidance of her mentors, including her uncle Bryan Bradford and Dan Korhorn, whose insight and support have helped shape her professional path. She also expresses heartfelt gratitude to her husband, Shawn, and her children, Colton and Mason, whose love and encouragement continue to inspire her work.

Outside of her professional responsibilities, Ms. Porter enjoys cooking, hunting, boating and spending quality time with her family. Looking ahead, she plans to further strengthen her expertise by pursuing her Certified Financial Planner certification, continuing her commitment to excellence and long-term client success.