Backpacked around Europe & speaks some Portuguese
Scripps College Alumni
Loves baking & wine tasting
Will video conference with clients to make it easier
With over 25 years of experience in financial services, Kathleen partners with her clients to guide them on the path towards financial security so they can live confident and courageous lives.
Kathleen provides her clients with comprehensive and personalized guidance to help them pursue their desired goals. Her focus is to ensure that her clients understand the profound impact that saving and investing can have on their lives, and that their future is in their control.
Through utilizing sound investment strategies and creating highly personalized plans for her clients, Kathleen is able to help her clients manage their assets and create retirement income that helps them maintain the quality of life that they desire. Kathleen educates, communicates, and effectively implements these plans step-by-step with her clients so that the result is a workable guide to their future that they become engaged in and excited about.
Because of the influence of strong women in her life, Kathleen is fueled with a desire to help individuals pursue financial independence. By choice or circumstance, most women will be in charge of their own finances. As caregivers to many, women often lack the time it takes to put themselves first and make wise financial decisions a priority. Of course, this happens with men as well. In fact, one of Kathleen’s clients referred to her as his “financial wife.” Kathleen understands and reinforces the needs of all of her clients to address life’s challenges and to make the necessary beneficial adjustments. She endeavors to keep her clients committed to improving their financial situation and pursuing their ultimate goals.
Kathleen graduated from Scripps College in Claremont with a Bachelor of Arts in 1997. Her life’s joy is her family. She has spent years volunteering on the boards of parent teacher organizations and site councils working to improve the experience of students, families and staff at her son’s schools. In her free time, she can be found baking something scrumptious, enjoying a glass of wine with her friends, or covered in yarn. She and her mother donate many crocheted and knitted items each year to various charities.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.