Co-Founder, Senior Financial Planner
Catherine "Cat" Toone began her career in the financial services industry in 2012 at Retirement Resources in Auburn Hills. In early 2018 she joined Core Financial Group where she spent 2 years before joining Financial Design Strategies in Fenton, MI.
Catherine, Dan, and Chris co-founded Stalt Financial in 2022 with a mission to refocus the financial services industry on planning as opposed to products.
Cat has her Series 65 license and her Health and Life license in Michigan, Ohio, Connecticut, North Carolina, South Carolina, and New Jersey. She attended both MSU and U of M-Flint where she studied philosophy.
She resides in Grand Blanc with her husband Kelly, a chef and homebrewer, and her two sons who are growing way too fast for her taste.