Kathy acts as the team's principle advisor on all administrative requirements. She plays a vital role in the daily servicing of client's needs, fulfilling a variety of requests and acting as a liaison with all the firm's operational departments.
Kathy is responsible for payments and transactions on your accounts.
Scheduling client reviews is also part of Kathy's responsibilities. She has worked in the financial industry for several years. She is married and lives in Erieau.