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Cathie Coleman, CFP®

Cathie Coleman, CFP®

Managing Director | Financial Advisor

Cathie G. Coleman joined her father at A.G. Edwards as a financial advisor in 2005 to help ensure his legacy of providing client-first advice and service. Together they formed, The Galbraith Group, and she quickly realized that her desire to educate and make a difference in people’s lives would go a long way in the financial industry. She saw advice and client advocacy as the future and obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2007. Cathie now combines her education and love of finance with her intimate knowledge of clients, to develop a customized financial plan to help each person take control of their financial future. As a Managing Director, Cathie also focuses on strategic and investment planning for the team.

Cathie graduated cum laude with a Bachelor in Business Administration in International Management from Georgetown University in Washington, D.C. in 1990. She then attended the MBA program in 1993 at Southern Methodist University's Cox School of Business in Dallas, Texas. After owning and operating Blue Drake Outfitters, a specialty fly fishing and adventure retail and travel business, for thirteen years in Dallas, Texas, she and her husband, David, moved to West Texas with their two boys. They are currently splitting their time between Ft. Worth and Abilene as their youngest son is attending All Saints Episcopal School in Fort Worth. Cathie is enjoying having an office and an opportunity to serve clients and their extended families in both locations.

She has been active in Abilene over the years and has served on several boards including St. John’s Episcopal School, the scholarship committee and Future Fund grant committee of The Community Foundation, the Abilene Tennis Association’s junior tennis advisory committee, Dixie Little League's executive board, and volunteered and supported Love and Care Ministries. In 2013, she helped her oldest son start First Serve, an organization to introduce tennis to refugees relocated to Abilene by the International Rescue Committee. Currently, she and her younger son are serving North Texas through the Young Men's Service League. She and her family have always thought it was important to instill philonthropic giving and community service to their boys.

Away from the office she enjoys traveling and her favorite vacation is to ski with her family. She also enjoys hiking, yoga, fly fishing and tennis. In 2014, she climbed Mt. Kilimanjaro in Tanzania and reached the summit of 19, 341 feet, the highest freestanding mountain in the world.