Flowermound, TX Office

T.O. Eifler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2024. They have progressed through various positions within Fidelity Investments since 2021, including Investment Solutions Representative III, Investment Solutions Representative II, Investment Solutions Representative, Fixed Income Specialist, Stock Plan Associate, and Customer Relationship Advocate. In their current position, T.O. Eifler collaborates with clients to develop customized financial plans that align with individual needs and goals, aiming to provide clients with confidence in their financial wellness journey.

Catherine Van Hoecke is an Executive Planning Consultant at Fidelity Investments. She focuses on helping executives work towards their lifetime financial goals through benefits review, equity compensation, and wealth planning. Catherine emphasizes simplicity and ease of implementation in her approach, leveraging Fidelity resources to support her clients effectively. She has been with Fidelity Investments since 2017, holding various roles including Benefits & Planning Consultant for Executive Services and Workplace Financial Consultant. Prior to Fidelity, Catherine worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds insurance licenses in Arkansas and California. Outside of her professional work, Catherine has interests in food, golf, scuba diving, tennis, traveling, and volunteering.

Karen Waters is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. throughout her career. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.