Cathy Devaney — Tax Strategies & Financial Operations

Most people work with either a financial advisor or an accountant. Very few get someone who has spent decades doing both — at the highest levels of each. Cathy Devaney is that rare professional, and her presence on the Allegiant team means clients get a perspective that is equal parts strategic and technical, broad and deeply precise.

As founder of Devaney Financial, Cathy brings a career that spans continents and disciplines. She is a CPA with credentials in both Colorado and Virginia, and her background touches virtually every corner of financial operations — from individual and corporate tax strategy to nonprofit accounting, CFO-level leadership, software implementation, and global finance. She has spent 25 years in audit and tax work and 15 years as a CFO and Controller, giving her an unusually complete view of how financial decisions made at the personal level ripple through the business — and how decisions made in the business ripple back home.

What makes Cathy especially valuable to Allegiant clients isn't just the credentials — it's the way she uses them. She works directly alongside your financial advisor to make sure your business financial goals and your personal financial goals are actually speaking to each other. For business owners, this kind of coordination is often the missing piece: a CFO-minded strategist who can build budgets, navigate tax implications, and help ensure that what you're building at work is serving the life you want outside of it.

Her experience with nonprofits also means she understands the unique financial pressures facing mission-driven organizations — and can provide the same high-caliber strategic guidance to nonprofit leaders that larger institutions often reserve for corporate clients.

With Cathy in your corner, the conversation between your financial plan and your financial reality doesn't get lost in translation.