Kathleen is originally from Southeast Michigan. She attended Michigan State University and graduated with a BS & BA in Food Systems Management and Economics.
In her free time, she enjoys spending time with her family, cooking and traveling.
She has five years of industry experience, having previously spent 26 years in one of the most challenging yet rewarding jobs imaginable--managing a household and raising 4 beautiful daughters.
Kathleen has a wide range of responsibilities including preparing and executing paperwork for new and existing clients. She continually provides exceptional client service by working closely with existing clients, the broker-dealer, other custodians and outside companies. In addition to scheduling meetings, she manages a wide-range of administrative duties that improve productivity of day-to-day procedures.