Financial Advisor, Managing Director

Kathleen grew up in a family of six, where she first learned the importance of order and planning. She’s a devoted wife and mother, with a son in his third year at college, two step children living in England, and a husband who shares her passion for adventure. Together, they enjoy spending winters in Cabo San Lucas, Mexico, and their summers exploring the Pacific Northwest in their airstream, with trips to Europe in between.  

Prior to becoming a financial advisor, she worked in real estate. However, the 2008 recession—and the financial lessons it delivered—inspired her to make a change. 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.

Financial Guidance That Goes Beyond Numbers

Taking control of your finances in the face of major life changes is incredibly empowering. Whether it’s the prospect of divorce, preparing for retirement, managing an inheritance, or anything else that means you need to focus on financial planning, I’m here to help you explore your relationship with money and unveil hidden opportunities.

Whether navigating life’s uncertainties, conquering financial obstacles, or seizing opportunities, I’m committed to creating a holistic strategy aligned with your unique aspirations. Together we’ll take a close look at your financial life, where we’ll set intentions, craft a unique plan, and work towards the goals that matter most to you.

Let’s get started.