Kathy Betz MBA, CFP®

Kathy in three words:

Meticulous. Empathetic. Creative.

Kathy brings a rare blend of skills to her role of client advisor, as she works with clients to help them define and reach their financial goals. Her analytical skills are top notch, developed from her background as a computer programmer and systems analyst – and revealed in her deep dives into client data.

At the same time, her empathy, creativity and people skills are second to none, demonstrated in her years as a much loved piano teacher and small business owner. At Joslin Capital, she is known for her caring interest in our clients, where she enjoys hearing and understanding the many stories in their lives, including those behind their financial decisions.

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