Client Advisor

Kathy in three words: Meticulous. Empathetic. Creative.


As a Client Advisor, Kathy uses her many skills to help clients define and achieve their financial goals.  Her analytical skills – gained from her background as a computer programmer and systems analyst - serve her well when she dives deeply into the data.  Combine that with her people skills developed from her experience as a piano teacher and small business owner, and Kathy is the full package. Her caring interest in others is clear in her thorough work on behalf of our clients, where she loves to hear and understand the stories behind their financial decisions.


Kathy enjoys travel, music, crafts, snow-skiing and jogging. Her favorite thing, however, is spending time with her husband, Jon, and their grown son and daughter.

We’ve Got Your Back




How Kathy Has Your Back

To “have a client’s back” means listening carefully and looking at their life from their

point of view. I find out what is important to them and make sure we do everything

in our power to support them, whether that is making sure they are on-track financially, providing referrals for professionals outside our expertise or just making them feel comfortable and welcome whenever we touch base.


When it comes to your wealth, you deserve a listening ear and undivided attention.