Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Kathleen partners with advisors to help turn your financial goals into a clear, actionable plan. With a finance degree and a knack for data analytics, she brings precision and insight to every detail. Her focus? Helping to make your financial journey feel organized, personalized, and built to with the long-term in mind to prepare for the ups and downs of life.
Client Relationship Manager at Carolinas Wealth Management. With over 30 years’ experience in the financial services industry, including over 20 years on Wall Street working for a Stock Specialist firm & 10 years at a brokerage firm. Primary responsibility is to create an exceptional experience for our clients, which starts with the foundation of relationships she has established since 2010.
Wendy, Operations Director at CWM, began her career in the financial industry in 2021 after building a distinguished foundation in healthcare operations and leadership. With over 20 years in senior management, accounting, compliance, and auditing, she has led complex organizations, overseen national training initiatives, and delivered disciplined operational and financial oversight across multiple industries.
Business Management at Manatee Technical College
Real Estate license through Tri-County Technical College
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