Catherine Calia
Administrative Professional
Catherine joined Chisholm Trail Financial Group in June 2026 after making an intentional transition from real estate into the financial services industry. She brings experience in client service, relationship management, and sales, where she developed a strong foundation in client communication, problem-solving, and relationship building.
In her role, Catherine supports the firm's client service and financial planning efforts through CRM management, account application processing, and administrative coordination. She works closely with advisors and team members to help maintain efficient workflows, support client onboarding and account maintenance, and ensure a seamless client experience. Catherine is known for her positive attitude, attention to detail, and commitment to delivering exceptional service.
Catherine has passed the Securities Industry Essentials (SIE) Exam and is pursuing CFP® education through the University of Texas at Austin as she continues to expand her knowledge of financial planning. She is also a member of the Financial Planning Association of Austin. Outside of work, Catherine is an active volunteer with the Austin Humane Society.
Education and Professional Development
Master of Business Administration (MBA)
Adelphi University
Bachelor of Science in Business Administration
Long Island University
Securities Industry Essentials (SIE) Exam Passed