Kathy is one of those people who rise above the rest, is a natural leader, and seems to handle any situation that is thrown her way with ease. She leads by example and with everything I have seen her involved in, she brings professionalism, class, and attention to detail. She takes multitasking to a new level and makes it all look effortless. I have been very fortunate to have had the opportunity to work with her on my finances.
- John
Read MoreKathy was always extremely prompt and competent and would go out of her way to remind me of the need for withdrawal and make certain that all was done correctly.
– Natalie
Read MoreI have had so many financial challenges since being laid off, and I’m so happy to have had the opportunity to work with Kathy during this place along my journey. She listened to me, provided an individualized plan, and worked her magic without judgment, helping me to push past a lot of frustration and shame. I’m not where I want to be yet, but I know where to access the support system for my future financial needs.
–Barbara