Registered Investment Professional

With over 20 years of experience in the financial industry, Kathy provides a full range of administrative support for the team as well as executing trades and monitoring accounts. She received her Bachelor of Arts degree from the University of Cincinnati with double majors in management and marketing. She also holds her Series 7, 63 and 65 licenses.

Kathy currently resides in New Port Richey, Florida, and spends her time away from work testing new recipes and going to classic car shows with her husband.