Serving clients in the Northwest United States and across the country.

Supportive Financial Guidance for Women to Live Confident Lives

I empower women to feel more confident in the ability to make smart decisions with their money, so they can live the life they choose.

Together we will:

  • Explore your relationship with money, bringing clarity to the planning process.
  • Envision what you want your life to look like now and in the future.
  • Uncover all your resources and opportunities.
  • Design a plan for you to work toward the goals you have intentionally set for your financial life.


Kathleen Barlow

Financial Advisor, Managing Director

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.


Amanda Pasquale

Investment Operations Manager

Ryan Simpson

Operations Associate

Karen Samuels

Investment Operations Manager


Cody Capobianco

Investment Analyst

Mark Lebida, CFA®

Managing Director, Investments

Jason Sangekar, CFA®

Managing Director, Capital Markets


When we can clarify your priorities, review your resources and define your lifestyle, you can come away with a plan that can give you confidence in your financial future.


We will customize your Balanced Investment Strategy which balances your desire for safety with your need for growth and freedom.


You are welcome to join the Women’s Wealth Circle, sharing inspiration to become more intentional with your money.

Every Woman Deserves To Be Supported And Prepared For Her Financial Future

Life happens, and many women wait for a crisis to take control of their financial life.

Their lack of confidence creates fear and uncertainty when making decisions.

There are also those who have reached a phase in their life requiring them to be more intentional with their financial decisions.

I understand your challenges with no judgment. I give you a voice, allowing you to gain the knowledge you need to be empowered.


Phone: (201) 882-0256