Catherine founded Evenhold Partners in 2009 with a simple conviction: families deserve one team that sees the whole picture, not a collection of specialists who never talk to each other. Before Evenhold, she spent twelve years advising executives and business owners at a national firm, where she watched good plans come apart at the seams between tax, investments and estate work.

She still leads a small group of client relationships herself, most of them families she has worked with for more than a decade. Clients describe her as unhurried and direct, the person who asks the question everyone else in the room was avoiding.

Catherine serves on the board of a Charlotte community foundation and teaches a planning workshop for first-generation business owners each spring. She and her husband spend most weekends on the trails of the Blue Ridge.

Outside the office