Catie Lamberson

Originally from New Jersey, Catie joined Shepherd Financial Advisors in 2025 after moving to Madison from northern Wisconsin, where she spent the past year working at a camp in the Northwoods. Her background in hospitality and organization translates seamlessly into her work supporting both clients and the Shepherd team.

As Office Manager, Catie keeps things running smoothly behind the scenes — from coordinating client meetings to ensuring every detail is handled with care. She enjoys getting to know clients and creating a welcoming experience whenever they connect with the office.

Outside the office, Catie loves exploring Madison’s lakes, discovering new coffee spots, and spending time outdoors whenever she can.