Kathy brings a thoughtful, client-centered perspective to financial planning, shaped by both her corporate career and her own experience navigating life’s financial decisions. After spending her earlier years as a major account executive at Verizon, she made the intentional decision to pursue a career that would allow her to do work that felt deeply meaningful.
She was naturally drawn to financial planning after recognizing the need for objective, personalized advice—guidance centered on helping people make smart financial decisions rather than on traditional sales motives.
Today, Kathy works primarily with financially successful individuals and couples who want to make the most of what they’ve built. Her clients value having a trusted partner to help them navigate near-term financial decisions, build and protect wealth over time, and create a sustainable, reliable source of income in retirement. Kathy believes good financial planning is about more than numbers; it’s about creating clarity and confidence so clients can use their money to support the life they want to live.
“Success is liking yourself, liking what you do, and liking how you do it.”— Maya Angelou
Kathy is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Retirement Management Advisor® designation. She earned a Bachelor of Arts in Economics from the University of Vermont and pursued her Master’s in Business from Lesley University in Cambridge, Massachusetts. She also received her Certificate in Financial Planning from Boston University.
Outside of work, Kathy’s favorite way to recharge is at the barn with the horses. She also enjoys playing tennis—although she’ll be the first to admit she’s still working on her game.
