Kathy Betz MBA, CFP®

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 discovering, learning and creating. She spends her free time on projects that spark her interest. From beading, needlework and paper crafts to making chocolate truffles in as many flavors as possible, there is always something new to try. She also enjoys music, hiking, reading, going to movies and traveling with her husband and their grown son and daughter.