Kathy has almost 30 years of experience in the financial services sector having served as a financial advisor, a senior sales associate and more recently in management as the operations manager of a boutique brokerage firm. With this experience Kathy has learned how to listen to the needs of her clients and has honed her skills in solving complex client issues.

Kathy has dedicated her career to excellent client service and is committed to serve her clients financial needs with integrity and sound advice. Kathy has earned the designation of Accredited Asset Management Specialist through the College for Financial Planning and is Series 65 registered.