Cathleen D. Phelps
Client Experience Manager


Client Service Associate, Cathleen Phelps Wealth Management Client Service
“Flipping out is not an investment strategy.”David B. Armstrong, CFA

Cathleen has two big drivers-–a challenge and a love of learning. She cannot resist a challenge or a problem to solve, and cannot rest until she’s conquered it. Every morning, Cathleen runs or works out at Crossfit for an energy boost that gets her mind awake and going, ready to face whatever the day brings. She admits there’s always something that needs figuring out, and if she needs to learn something new to do it, that’s even better!

Cathleen has a degree in Commerce from the University of Virginia with concentrations in MIS and Marketing. She started her career as a process and change management consultant at Accenture. She found it fun to learn about different industries and new technologies, and felt the best part was helping her clients to be excited and effective in their new work environment instead of scared.

She loves working here because Monument is a small and smart group where she is still using technology to help a business run better. And as before, she feels the best part is working with our clients to help them achieve the life they want and ensuring their Monument Experience is something they enjoy and want to share with others.

There’s not a lot of free time with her very active family of five humans, two dogs, two cats, and various fish, but she takes what time there is for running, Ragnar Relays, reading, walking her dogs, and traveling the globe. Cathleen’s favorite family trip was their African Safari; she says it was magnificent to see wild animals in their natural habitat and have a daily science lesson from a very knowledgeable guide. She also says that it was the most relaxing time they’ve ever had together as a family…Time slows down on a safari!

Contact Cathleen to:


  • Schedule a meeting or call with the Monument Team

  • Gain access, ask questions or give feedback on the Monument Client Portal

  • Ask questions about your accounts or statements

  • Access funds, transfer cash or wire money