Kathleen takes a holistic approach to financial advising, offering comprehensive planning services to address clients’ short- and long-term needs. She works primarily with women and small business owners and aims to offer them clarity and confidence when navigating a path toward their financial goals, through personalized guidance and counsel.
Before joining Raymond James, Kathleen was a financial advisor with Edward Jones Investments. She holds a bachelor’s degree in healthcare administration.
When she’s not in the office, Kathleen further dedicates her time and expertise volunteering with Habitat for Humanity as the host of a financial workshop series for women in her community. She also volunteers at The Peace House and coaches women on how to tackle their financial challenges and needs.
Originally from Redding, Connecticut, Kathleen lives in Park City, Utah with her husband, Tim. They have a son, Oliver.