As Client Service Director, my role consists of all client meeting follow-ups. Along with meeting follow-ups I will take care of online issues, delivering tax documents to clients and CPAs, and event planning.
I have 22 years of experience in the Financial Services industry and holds multiple securities registrations along with a Life and Health Insurance license.
I live on the lake and enjoy pontooning in the summer, ice fishing in the winter and especially hanging out with her grandchildren.
Kathy is a Registered Administrative Assistant of Cetera Advisor Networks LLC.