C&J Wealth Advisors, an independent, fee-based wealth management firm, has announced that Cassandra Catlett, CPA has joined the firm as a Financial Planning Coordinator. She will work with C&J’s financial advisors and growing client base to develop financial plans that assess, manage, and strategize for long-range growth.
Catlett, a Certified Public Accountant, most recently served as an Associate Professor of Accounting at Carson-Newman University. “I look forward to advancing my financial career with a well-respected, client-focused firm and a team of certified professionals,” comments Catlett. “This position offers the opportunity to help clients prepare for their future through prudent financial planning.” She holds BS degrees in Accounting and Computer Information Systems from Carson-Newman University and a MAcc from the University of Tennessee.
Mark King, President of C&J Wealth Advisors, said, “Sandy’s strong accounting expertise and technical knowledge are strengths to our team. She will significantly enhance the financial planning experience for our clients.”
About C&J Wealth Advisors
C&J Wealth Advisors is an independent, fee-based wealth management firm serving the greater Knoxville, Tri-Cities and Oak Ridge, Tennessee areas specializing in financial planning, asset and risk management, and retirement planning. cjwealth.com | 865-481-0385