Kathy began her career in Financial Services in 2001 and received her foundational training with Met Life. Her specific marketing expertise was with the nonprofit organizational market where she attained “Top Advisor” designation. A native of Louisville, Kentucky, Kathy enjoys bicycling, the beach and reading. She was educated at Eastern Kentucky University. Kathy achieved series 6 and 63 licensure adding flexibility to the diverse allocations of her client’s portfolio directions. Kathy prides herself on the success she has achieved working directly with senior clients. With a focus on Asset Protection her goal is to assist clients in planning for wealth transfer as well as immediate and future income needs.