Get to know us

Catherine Mathis, CERTIFIED FINANCIAL PLANNER^® a professional, founded Berkeley Advisors, Inc. in 2004 to build strategies for families and individuals designed to help them create the financial future they envision.

Prior to founding Berkeley Advisors, she had a 27-year corporate banking career with a focus in international banking/trade finance. Georgia Governor Zell Miller appointed her to an International Advisory Council. At the request of Georgia Governor Roy Barnes, Catherine served as one of two state-wide appointees to the 13-state Southern Growth Policies Board for development of economic policies to foster growth. 

Catherine earned her MBA with a major in Finance from Georgia State University in 1998.  Catherine graduated from Sewanee: University of the South in 1977 with a B.A. in History.

Catherine and her husband, Gordon, live in Sandy Springs, Georgia. While primarily focused on her grandchildren outside of work, she has also found time to draft a debut historical novel. She and Gordon enjoy visiting with outsider artists and cooking great meals.

Taylor Mathis, a Certified Financial Planner^® professional, enjoys working with clients to identify and clarify their short-term and long-term goals and help develop a measurable strategy to achieve them. He’s excited to share his enthusiasm for planning with clients!

Taylor spent the first part of his career working in a variety of roles in marketing and strategy at UPS, FedEx, and Infiniti Motor Company in the US and in Hong Kong. He combined data, financial, and customer analysis to develop solutions to customer needs in a variety of verticals.

Taylor graduated from Sewanee: University of the South in 2007 with a B.A. in History, and he earned his MBA in International Business at the University of Hong Kong in 2014.

Taylor lives with his wife, Virginia, and their two children in Atlanta, Georgia. He enjoys running, reading, eating, and being with his family.