Certified Divorce Financial Analyst (CDFA®)
B.A. International Studies
We all have a relationship with money. It starts in our childhood with the way our family handled money and then it gets more solidified with our life experiences. That relationship guides our choices and even the amount of wealth we are comfortable with. I help my clients understand what that relationship is for them and their spouse or partner. Once they understand those feelings, we can use that information to move forward and make the best decisions for them and their financial wellbeing.
Kathy’s approach has always been to work as a trusted partner with her clients. Her greatest reward is the knowledge that she has helped them achieve what is important to them. In her free time, Kathy enjoys hiking, kayaking, paddle boarding, tennis and spending time with her 3 children and dog Tanner.