Senior Lead Planner
Kathy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with more than 15 years of professional experience in consulting and financial advice. Financial planning is her second career and her passion; and she especially enjoys working with busy people who need help creating a solid financial plan that frees them up to focus on the rest of their life. She takes the time to understand her clients and tailors the planning process to meet them where they are, whether they are beginners or pros.
Kathy lives in a Boston suburb with her husband and four daughters. When she’s not working, she enjoys rowing, gardening, and relaxing at the beach.
Education: College of the Holy Cross (BA)
"So often in life things that you regard as an impediment turn out to be great, good fortune." - Ruth Bader Ginsberg
Get to know Kathleen
Our favorite activity during pandemic lockdown was a late afternoon walk on the beach.
My summer garden.
My favorite summer activity — rowing.
My attempt at an artsy beach picture.
What are you currently watching on Netflix?
If you could visit anywhere in the world you've never been, where would you go?
When we can travel again, I’d love to explore Portugal.
What are you passionate about?
Being a mom.
What's the last book you read?
“The Book of Two Ways” by Jodi Picoult.