Expert Support, Adviser Focus

Cathy Lusk 

Owner & Principal Paraplanner

​

With over 25 years in the financial advice industry - including 14 years as a Financial Adviser and 10 years leading adviser teams - I understand the demands and complexities of your business. I bring a wealth of hands-on experience, industry insight, and a genuine passion for helping advisers succeed. 

I offer high-quality, reliable support services designed to help you spend more time doing what you do best: working with your clients. From understanding the full advice process to ensuring accuracy, compliance, and attention to detail, I know what it takes to deliver service you can depend on. 

I’m committed to upholding the highest standards of integrity and professionalism, so you can operate efficiently and with confidence. Whether you're looking to streamline your operations, increase your client-facing time, or simply work with someone who truly "gets it," I’m here to help.

Let’s work together to take your advice business to the next level.