859-655-5225
859-655-5225
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.
Recognized By
Certified Financial
Planner
Chartered Life
Underwriters
Certified Public
Accountant
Financial Planning
Association
International Association of
Registered Financial Consultants
