Director of Operations
With over 25 years of financial services experiences, Kathryn oversees the day to day activities of our organization. She operates from a client oriented and service based perspective, and her mission is to provide the highest level of client experience. She is committed to answering your questions and resolving any issues. Kathryn is Series 6, Series 7, and Series 63 securities licensed and holds her Life, Accident and Health, and Property & Casualty insurance license with the State of Illinois.