Kathleen has been with LifePath Wealth Advisors since February of 2005. Working alongside Tony, she provides exemplary service to our clients while assisting them with their financial planning needs. Kathleen maintains her Series 6 and 63 registrations which are held with LPL Financial.
Her favorite part of being a team member is her direct interaction with our valued clientele. Kathleen is in regular contact with clients, and helping them work towards financial wellbeing gives her great satisfaction and a sense of purpose. She is adept at handling complex account issues and excels in working with our financial advisors to pursue smart solutions for our clients.
In addition to working directly with clients, Kathleen manages the day to day operations in the office to keep things running smoothly. She also plans many of our client appreciation events where we enjoy leisure time with our clients in more personal settings.
Away from the office Kathleen enjoys spending time with her family in the outdoors, gardening, reading and experimenting with new recipes for her family's and friends' enjoyment.