Kathy joined the team in 2011. Her 17 years of industry experience helps her to provide solutions to clients for their day-to-day questions. She holds her Series 7 and Series 66 licenses. She works closely with CPAs and attorneys as the lead contact for sophisticated trust and estate transactions.
Kathy currently resides in Lakeland where she and her family are actively involved with The Dream Center of Lakeland and the Fontaine Gills YMCA.