President and Managing Director, AIS Planning
Cathy joined the founder of AIS Planning, Mike Sipe in 1999 and quickly established her role as a leader in the Retirement Planning industry as one of only a few Accredited Investment Fiduciary Analysts (AIFA®) in Minnesota.As an AIFA, Cathy has the knowledge in both a prudent investment process and has the fiduciary qualifications to tackle most retirement plan administrative issues, complex investment structures or compliance and regulatory issues.Cathy is fueled by her passion to create plans for companies that allow their employees the best opportunity possible to be prepared for retirement.
Cathy completed the requirements to become a Certified Employee Benefit Specialist (CEBS) in 2004 and a Certified Financial Planner (CFP®) in 2005. In addition to her financial planning work with clients, she leads the 401K/group retirement plan division for AIS Planning.
On July 1st of 2016, Cathy became a co-owner of AIS Planning – ensuring that she can continue offering advice to Central Minnesota businesses and individuals.
Cathy is very committed to Central Minnesota non-profits, currently serving on the Board of Directors for United Way of Central Minnesota, Advisory Board of Women’s Fund, the development committee for the Paramount Center for the Arts and is a member of the Exchange Club of St. Cloud.
When she’s not working hard, she is playing hard – boating, hiking, four-wheeling, traveling and enjoying the outdoors.