We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings so much to the table. She is an important member of our team’s approach to tax planning within our wealth management service.
Throughout Financial Symmetry’s two tax seasons—tax return prep and tax planning, Catherine consistently goes above and beyond with her diligence and focus. As one team member shared, “Once again, Catherine did an excellent job during tax season, responding quickly to client and advisor questions and completing the returns on time. I really appreciate the help and am happy she is part of the team!” Her commitment to getting the details right, even on the most complicated returns, is something we can always count on.
But what truly sets Catherine apart is not just her expertise—it’s her ability to make the process more enjoyable for everyone. She brings a lot of fun to the team, making even the busiest times more manageable. Her sense of humor and positive energy are contagious, lightening the mood when it’s needed most.
Catherine is also known for being an amazing team player. One colleague shared, “Catherine is truly an expert at what she does and a professional in the way she carries herself. She has been an amazing mentor to me during tax season. She would drop anything to answer any question I had.” Her willingness to stop what she’s doing and help others shows the depth of her character, and she never hesitates to lend a hand, no matter how busy she is.
In fact, her mentorship has been a game-changer for many of us. Catherine routinely checks in with her colleagues, making sure everyone feels supported and heard. Whether she’s helping prepare a tricky tax return or guiding us through a complex situation, she leads with care, patience, and a little extra sparkle.
As another teammate summed it up perfectly: “She’s a trooper, quick in preparation or updates whenever needed.” Her hard work, collaborative spirit, and infectious enthusiasm make her an irreplaceable part of our team.
We are incredibly fortunate to have Catherine on our side. Her dedication, leadership, and the joy she brings to her work are truly something special. Thank you, Catherine, for everything you do!
