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 Financial since its inception and offers 37 years of experience in the financial services industry. She attributes her greatness at what she does to the Legacy team.
Growing up in a family that struggled financially drove her to work hard and develop a work ethic that would set her up for success no matter what she decided to do. Kathy sees it as a small miracle that she was able to co-op for an investment firm in high school which led to the beginning of the career she has today.
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. In other words, she helps clients create their personal financial plans and advises them as they work to achieve their goals.
Being the relational person that she is, Kathy looks forward to the feeling that she has done the best she could do for her clients and her team. Her favorite part of her work is spending time with clients and getting to know the small details in their lives and stories.
Kathy’s innate ability to empathize with clients makes her a rare asset in what she does. Her husband sometimes even calls her a therapist because of the way she can form connections with anyone. It is those connections that allow her clients to trust her as their Financial Advisor at Legacy.
When she’s not working, 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. She wants her team to know she is grateful to be a part of a company as exceptional as Legacy Financial. It’s a second family to her.
Legacy is genuine. An honest desire to connect and understand personal passions means we invest in building and growing lifelong relationships.CONTACT US