Kathy serves as a Wealth Manager, working closely with her clients to develop and implement comprehensive financial plans to address their goals and complex financial needs. Kathy practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, education planning, and charitable planning. Kathy’s approach focuses on a thorough understanding of your circumstances to provide you with comprehensive wealth management.
Kathy brings more than 20 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Kathy was a Client Service Advisor at an independent investment advisory firm in Cincinnati. Kathy began her career in a trust investment department of a regional bank in Ohio serving high net worth families.
Kathy earned a Bachelor of Science in Business Administration degree in Marketing and a Master of Business degree in Finance and Tax from Xavier University in Cincinnati. Kathy is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Kathy and her husband, Jeff, have four adult children. In her spare time, Kathy enjoys trying new restaurants, attending Cincinnati Reds or Bengals games, and spending time with family.
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