RRBB is pleased to welcome Cathy Davis, CPA, as a Managing Member at RRBB Advisors, LLC, and Partner at Rosenberg Rich Baker Berman, P.A. She joins the firm’s growing Tax Department.

“Cathy brings a level of experience, thoughtfulness, and care that fits seamlessly with our culture,” said Dave Roth, CPA, Managing Member and CEO of RRBB Advisors, LLC. “Her approach to estate and succession planning, closely held businesses, and high-net-worth family groups reflects the caliber of service we’re proud to offer. We are thrilled to have her on board.”

About Cathy Davis

Cathy Davis brings over 25 years of experience in tax planning, compliance, and advisory services. She focuses on pass-through entities, high-net-worth individuals, and family trusts. With a strategic approach, Cathy helps clients navigate evolving tax laws, minimize exposure, and design or refine entity structures to support their financial and operational goals.

Her industry background encompasses hospitality, construction, real estate, trucking, warehousing, and professional services. Cathy is known for her clear communication and commitment to long-term relationships. She often partners with financial advisors, estate attorneys, and other professionals to build integrated “dream teams” for each client’s unique planning needs. Cathy holds a Bachelor of Science in Accounting and Finance from Rider University. A resident of Warren, she is also an active member of the NJCPA and AICPA.

“What drew me to RRBB was the people and the culture,” said Cathy. “The firm is values-based, client-focused, and collaborative—everything I value most in a professional environment. I’m grateful to continue providing the thoughtful, personalized guidance my clients know and expect.”

Growing with experience and care

Cathy’s arrival supports RRBB’s continued growth in tax planning and family wealth management advisory services. As more clients seek integrated support for succession planning and multigenerational tax strategy, RRBB remains committed to expanding its team with professionals who understand those unique needs.

Cathy is also passionate about mentorship, professional development, and fostering a culture where people feel supported and empowered to grow and thrive. In addition to her client work, she serves as Chair of the RRBB Women’s Forum.