Kathaleen began her career in the financial planning industry in 2003 after an extensive tenure in the banking industry. She offers in-depth experience helping individuals, families and small businesses evaluate their present financial position and refine financial goals. She develops and monitors plans to help clients achieve their goals with a broad emphasis on retirement planning and multi-generational planning through a wide array of strategies.
Originally from California, Kathaleen earned her Bachelor of Science degree in 1985 from Louisiana State University; has earned the Accredited Investment Fiduciary™ (AIF®) designation, and Certification for Long Term Care (CLTC®). Her licensing includes life, accident, health and HMO in Texas. She also holds FINRA series 65.
She is past Treasurer of the Altrusa International Downtown Dallas Foundation, Inc. She currently serves on the board of the Southern Methodist University Libraries Executive Board; she is also a member of Altrusa International Inc. of Downtown Dallas and a member of the SMU Second Century Centennial Host Committee and the SMU Mustang Club.Kathaleen and her husband, John, have been married for more than 36 years and have one daughter, Julie, and three wonderful grandchildren.