Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

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

Awards & recognition

  • Centennial Financial Services, Crowley Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Centennial Financial Services, Crowley Wealth, Ameriprise Client Experience Award, 2021-2023

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 Council and the is a board member and investment committee chairperson of the Catholic Foundation of Northwest Florida. Kathy and her team volunteer teaching financial literacy to the residents in the Transitional Living Programs at the Anchorage Children's Home.