Cathy Shaner Carlock -Vice President

  • OFFICE: 540-463-5430
  • CELL: 804-543-5459
  • Cathy-caricature

LICENSES AND CERTIFICATIONS

Series 7 and 66 Securities Registrations held through LPL Financial.
Chartered Retirement Planning CounselorSM
Master of Social Work

PROFESSIONAL EDUCATION AND TRAINING

Bachelor of Arts, cum laude, Mary Baldwin College (1975)
Master of Social Work, Virginia Commonwealth University (1978)

ABOUT CATHY:

Cathy joined The Main Street Group in January 2009 after beginning her investment management career with Merrill Lynch in Richmond, VA. Prior to entering the world of financial services, Cathy was a social worker and manager of community-based services for Children’s Hospital of Richmond for 28 years. The skills she developed as a social worker translate well to the financial industry. She is adept at identifying her clients’ concerns and goals, and guiding them to the right financial plan to reach those goals. She is especially interested in retirement and legacy planning for individuals, families, and small business owners.

Cathy has been married for over thirty years to her husband, Craig, VMI ’74. They have two children, Joe and Catherine, W&L ‘10. In the Lexington/Rockbridge area, Cathy may be best known as Pete and Betty Shaner’s daughter. The Shaner family and their greenhouse operations have been a Lexington fixture since 1843, making them one of the oldest continually family owned businesses in the United States.

Believing that to whom much is given much is required, Cathy serves as an active member of the board of RARA, which provides a food pantry and helpline to those in need of emergency assistance. She speaks in the community on a variety of financially-related topics, such as “The Family Love Letter,” advocating for individuals to organize their financial lives and plan ahead for the expected and unexpected.

Community Involvement
Rockbridge Area Relief Association (RARA)
Board of Directors and Development Committee Chair
Trinity United Methodist Church
Twilight Circle
The Community Table
Volunteer Server

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