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Mary Cathrine Ozburn

Assistant/Event Coordinator

Mary Cathrine Ozburn is our assistant and event coordinator at Pathlight Advisers. If you’ve ever had the pleasure of working with us, it’s likely you’ve spoken to Mary Cathrine, as her voice is the first you hear when you call our office. This job also suits her personality, as her mission is to help people and seek out the best answers to their problems. “I love working with people and interfacing with our clients,” she says.

“I know we put their best interests first and are invested in their success, and that’s why I love working with this team.”

— Mary Cathrine Ozburn

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Our Clients

Navigation for Clients from All Backgrounds

While we have specialized experience working with select demographics, we are primarily driven by people just like ourselves: those with goals and dreams. We’re here to connect you to those goals and dreams with unique solutions that work to suit your individual needs. Your benefits and programs may also differ from others, which is why we aim to understand your background prior to acting, then we lay out exactly how we expect our custom approach to help you. Here are just some of the groups we serve at Pathlight Advisers.

Pre-Retirees and Retirees
High-Income Earners and Entrepreneurs
Members of Our Military
Athletes and Entertainers

May the Light Always Shine Brightly on Your Path

— Native American Expression

Building Comprehensive Insurance Plans

Our services are geared toward you and your needs, and our independence gives us the freedom to find solutions that work on your behalf, not on behalf of major carriers. We also look for options that protect you against all the major risks of retirement or of owning a business. That can include longevity risk, market risk, sequence of returns risk, taxes, long-term care and more. Using your unique circumstances, we assess your needs and address them in a way that we believe matches your goals and gives you confidence in your future.