Overview
Kathy is a registered financial services representative focused on providing the highest level of support for each client’s unique needs. She has more than 25 years of management experience helping to grow technology, education and health and wellness businesses and bring essential services to the professionals, parents and children they serve.
Education
Kathy received her BS in Mass Communications from St. Cloud State University.
Team Role
Kathy is passionate about helping clients transition from accumulating wealth to living a comfortable retirement while creating a family legacy of charitable gifting. Kathy most enjoys putting her financial communication and problem-solving skills to work to free up clients to focus on their professional and family lives.
Community & Family
Kathy lives in Minneapolis with her son, Cooper.