Kathy Betz MBA, CFP®

Client Advisor

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.

Education

  • MBA, Information Systems and Accounting, University of Washington
  • BA, Business (Information Systems), University of Washington
  • AA, University of Maryland, Munich, Germany

Credentials

  • Certified Financial Planner (CFP®)

Memberships

  • East King County Estate Planning Council

Our Team

Insights

Get in touch

425.688.0555  info@joslincapital.com

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Joslin Capital Advisors, LLC
11431 Willows Road NE, Suite 120
Redmond, WA 98052
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Securities and Advisory Services offered, in states where licensed, exclusively through Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

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