Kathleen takes a holistic approach to financial advising, offering comprehensive planning services and wealth management to address clients’ short and long term needs. She works primarily with women and small business owners and aims to offer them clarity and confidence when navigating a path toward their financial goals, through personalized guidance and counsel.
Before entering the financial services industry, Kathleen had a successful real estate business. However, following the economic challenges of 2009, she experienced and financial setback that would reshape her relationship with money and set her on a new course toward a career as a financial advisor. She now finds great fulfillment in utilizing her firsthand experience to help individuals clarify their own financial view and navigate periods of transition. Prior to joining Raymond James, Kathleen was a financial advisor with Edward Jones Investments.
When she is not in the office, Kathleen further dedicates her time and expertise volunteering with Habitat for Humanity as the host of a financial workshop series for women in her community. She also volunteers at the Peace House (a shelter for victims of domestic abuse) and coach’s women on how to tackle their financial challenges and needs.
Originally from Redding, Connecticut, Kathleen lives in Park City, Utah with her husband Tim and son Oliver.