Cathy full portrait2

Catherine Hoffman, JD

Joining Castle Wealth Advisors as a document analyst has been a wonderful transition for me from being a full-time lawyer in the fast-paced world of litigation. Reviewing legal documents for the firm matches up with my love for the law and helping people. Each client has very specific needs and goals. My role is to review the accuracy of the terms and the intended consequences of the provisions in documents to confirm that strategic business planning and estate planning goals are achieved for our clients.