Bio
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.
Jill Isbell, CFP® CFP®
Senior Financial Planner
Yenni Cheshire, FPQP®
Client Services Associate
Zach Mohr
Advisor
John Mortola
Financial Consultant
Ted Albrecht CFP
Financial Advisor
Sheila Meneses
Client Services Manager
Carol Liddy
Investment Operations Manager
Michael LaBarbera AIF
Financial Advisor, Managing Director