Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BSBA Finance, Thomas Edison State University Trenton, NJ

Interests

Kathy is native to New Jersey growing up in Warren and Sussex Counties both in the northwestern part of the state. She now resides in Middletown, NJ where she enjoys spending time with her two wonderful children, Alex and Brianna, both in elementary school and her fianc� David. Kathy enjoys dabbling in real estate and has completed several remodels in recent years, including both single and multi-family investment properties and primary residences. Traveling is one of Kathy's passions and she has a quiet hobby of puzzles, which keeps her grounded!