Kathleen serves as an International Wealth Manager, working with her clients to develop and implement customized financial plans with an emphasis on cross border considerations including U.S. and international investments, tax planning, retirement and estate planning.
Prior to joining Creative Planning, she worked for an independent investment advisory firm as an International Investment Advisor and was previously an equity analyst.
Kathleen earned a Bachelor of Arts degree in Political Science from George Washington University. Kathleen earned a Juris Doctor from New York University School of Law.
Kathleen has lived in France, Spain, Portugal and China. Kathleen and her husband, Javier, enjoy traveling, reading, nature, architecture and history.
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