Kathy brings more than three decades of financial services expertise to her dual role as Registered Sales Assistant and Office Manager. A licensed professional holding a FINRA Series 7 registration through LPL Financial, she specializes in managing complex administrative needs and delivering top-tier customer service to clients. Behind the scenes,
Kathy oversees essential office operations and personnel management, ensuring a seamless experience for both our team and the families we serve. Her exceptional organizational skills and dedication make her an invaluable anchor for the firm's daily operations.