Kathy is passionate about helping clients create a financial plan to help manage short-term goals and long-term aspirations. Prior to becoming a financial advisor she worked for several years in the banking industry. Through her experiences there she saw a need for guidance in not only financial planning, but in budgeting, investing, and beyond.
"We not only provide investment advice, but we look at your entire financial world to make your money work harder and smarter for you."
When she's not in the office she enjoys gardening, golfing, and spending time with her husband, Randy, and her family. Grandkids are so very enjoyable!