Kathy has provided financial planning to professionals, business owners, and executives for 34 years. She has specialized in counseling her clients on wealth accumulation, wealth preservation, and estate planning.
How do you define success? Going to bed with gratitude for the day that’s done and hope for the day to come.
What is your favorite place in the world? I have favorite places all over the world, but my office isn’t bad. It has a great view and is filled with positive energy, even if it is a little messy.
What do you most value in your friends? Integrity above all, but intelligence, humor, and loyalty, as well.