Lifetime central New York resident Kathy started her career in Financial Services over 3 decades ago. Her concentration is in comprehensive retirement, estate planning, and charitable giving.
Early in her career she realized that she could best serve her client’s needs as an “Independent Financial Advisor”. Her flexibility to offer a wide variety of products and services allows for tailored and creative solutions to address the unique needs of clients now and for generations to come.
While Kathy embraces the use of sophisticated financial planning software, she also understands that meaningful conversation can yield valuable information beyond just the numbers creating a true holistic plan for the client. Once implemented, periodic reviews keep the plan and relationship on track to improve financial wellness going forward.
Forward-thinking intergenerational planning and collaboration with trusted advisors such as estate planning attorneys and CPAs has helped earn the trust of her clients’ next generation. Kathy states, “A family member passing is a sad and disruptive time. It does not need to be chaotic. With proper titling and estate planning the transfer of wealth can be a quick and orderly process.”
Kathy and her husband Tom enjoy an active life of golfing, biking, kayaking, attending concerts and travel, as well as walking their rescue dog Roger. They are parents to 4 adult children, and grandparents to 5.
- ChFC® (Chartered Financial Consultant)
- CNY Estate Planning Council