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About

Cathy Schaeffer, CFP®

Vice President Family Advisor Manager Walla Walla

schaefferc@bakerboyer.com (509) 526-1343
  • CERTIFIED FINANCIAL PLANNER™
  • M.A., Agricultural Economics, Washington State University
  • B.S., Agribusiness, Washington State University
  • A.A., Walla Walla Community College

Cathy treasures her heritage in the Walla Walla Valley, rooted in her family’s multi-generational farm and community contributions. Before joining Baker Boyer in 2017, Cathy was the Executive Director of the Walla Walla Watershed Alliance, where she was instrumental in coordinating efforts among stakeholder groups to arrive at a nationally recognized approach to water management. She has also been the Business Manager for an agricultural association, Deputy District Director for a member of Congress, and Senior Accountant for a local accounting firm.

In her role managing the Family Advisors, Cathy draws on more than two decades of diverse professional experience. Cathy also works directly with high-net-worth clients, providing superior solutions and service. She is committed to understanding each client‘s unique story, utilizing her expertise in opening dialogue on difficult topics, and project management skills to help solve complex problems. Cathy is a partner and resource to clients, helping them stay informed and on-track through every step in their financial journey.

Cathy is a School Board Member for Touchet Public Schools, and volunteers on the Board of the Downtown Walla Walla Foundation. She is also a member of the Board of Governors for the Walla Walla Community College Foundation.

Five Things About Me

  • Proud WSU Cougar and football season ticket holder
  • Family has lived and farmed in Touchet for 6 generations
  • Met the President’s first dogs at the White House
  • Enjoys travel, gardening and farmer’s markets
  • Favorite Book: “Leaders Eat Last” by Simon Sinek

Articles by Cathy