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Kathryn Munoz

Kathryn Munoz

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 holds the Series 6, Series 7, and Series 63 licenses through LPL Financial and holds her Life, Accident and Health, and Property & Casualty insurance license with the State of Illinois.