Kathleen joined the team in 2014. She has 25 years of experience in the investment industry. Her background as a Financial Advisor, Trading Supervisor, and Operation Supervisor while at Fidelity Investments, Charles Schwab and BMO Harris Bank make her a vital asset to the team. She enjoys interacting with clients and providing exceptional service to ensure clients have a positive long term relationship with our team.
Kathleen graduated with a BS degree in Finance from Southern Illinois University. She has been married to her husband, Jeff, for 29 years and they are the proud parents of three children.