Kathaleen began her career in the financial planning industry in 2003 after an extensive tenure in banking. 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 that 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 holds a Bachelor of Science degree from Louisiana State University; is an Accredited Investment Fiduciary™, is Certified in Long-Term Care Planning and also hold a 65 license.
She serves on the Souther Methodist University Libraries Executive Board, is a member of Altrusa International Inc. of Downtown Dallas and the SMU Mustang Club.