Kathleen grew up in a family of six, where she first learned the importance of order and planning. Prior to becoming a financial advisor she worked in real estate. However, the 2008 recession and the financial lessons it delivered, steered her toward her new career.
As Kathleen built her advisory practice, she connected with women with stories similar to her own—tales of women conquering the world who then found the rug pulled out from beneath them.
Over time, her mission became clear: To help prepare women financially and emotionally to weather any personal crisis with a greater sense of confidence.