Kathryn has worked in wealth management since 2002. She provides investment and consulting advice for endowments and foundations, and helps individual clients incorporate innovative philanthropy strategies into their financial and estate plans. Kathryn’s clients enjoy a highly customized, personal relationship with her, meeting regularly to discuss their plans, investments, and wealth strategies.
Kathryn is a member of the firm’s Investment Committee, guiding the implementation of client investment portfolios. In addition to providing personal financial planning and investment management services, she also provides insurance analysis, estate planning, education planning, and innovative strategies for clients to incorporate philanthropy into their financial and estate plans. Kathryn is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, and 65 licenses.