Kathy’s compassion for people and for serving our clients is out of this world. She is there to help in any situation, whether it concerns her clients finances or just being a shoulder to lean on in times of need.
Kathy has been with Legacy since its inception and offers over 30 years of experience in the financial services industry. As a Financial Advisor with Legacy, she primarily focuses on assisting clients in the development, implementation and monitoring of financial, retirement and estate planning strategies. Kathy holds a Series 7, 63, 31 and Life/Variable Life Insurance licenses. Kathy enjoys motorcycling, snow skiing, hiking, gardening, volunteering and spending time with her family and friends. She resides in California, KY with her husband Greg.