Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Investments

Community participation

Kathy serves on the board and the investment committee of the Gulf Coast State College Foundation. Kathy also serves on the Catholic Diocese of Pensacola-Tallahassee Finance Counsel and the is a board member and investment committee chairperson of the Catholic Foundation of Northwest Florida. Kathy also volunteers her time teaching financial literacy at Girls Inc.