- 941.366.2827
Sarasota, FL 34238
Cathy Grosch
Office Coordinator
Executive Assistant to Orion Marx, scheduling and special projects
Cathy Grosch has over 10 years in the financial services industry, and serves as a planning coordinator for our practice, mainly as your main point of contact for all client scheduling needs.
Cathy now calls Sarasota home; however, she hails from Upstate NY, and has lived most recently in the Pittsburgh, PA and Dallas, TX suburbs.
Cathy is proud of her strong family values and her love of travel. She has been married to her husband, Tom for more than 25 years, with two children, and two dogs, Stella and Shiner.
- Bachelor of Science, Marketing - State University of New York College at Oswego
Disclosures
Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Missouri, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia and Wisconsin
Atlas Financial is not an affiliate of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-3430572-020121