Kathleen just celebrated her 10th year with our office and has been a licensed assistant for the past 8 years, having obtained her Series 6 and 63 registrations which are held with LPL Financial. Her favorite part of being a team member at LifePath Wealth Advisors is her direct interaction with our great clients. Helping with their financial well being gives her a great sense of purpose and satisfaction. She is adroit at handling complex issues with accounts and is a master at finding solutions for our clients. She is in regular contact with clients and both knows and cares about them on a personal level.
In addition to working directly with clients, managing the day to day operations at the office and keeping things running smoothly, Kathleen also plans many of our client appreciation events where we enjoy the time with our clients in more personal settings.
When not in the office, Kathleen loves spending time with Mitch, her husband of 30 years, and their two sons Kevin and Michael. Kevin graduated from college in May 2015 and was recently married to Rachel, his college sweetheart. Michael is a senior in high school and is eager to start college next year.
Kathleen loves spending time with her family and friends, much of it outdoors while hiking, camping and kayaking.