I am so lucky and grateful to have Kathy as my investment advisor. Not only is she a top notch advisor, she’s caring, compassionate and connects on a personal level with her clients. For the past 20+ years while I've grown to appreciate and benefit from the many facets of Kathy’s investment knowledge, the value of my investments has also steadily grown! She lives, eats and breathes all things investments (except for when she’s focusing on her opera singing daughter or rescuing dogs).
Her enthusiasm and passion towards her work are like no other. The breadth and depth of her knowledge base are a testament to how hard she has worked over decades to establish herself as a well respected industry leader. She diligently follows the markets and trends while meticulously researching funds and their managers. Despite how well versed she is in the complex investment field, she can distill it to make sense to the “common folk’ like me.
Even though her resume is padded with an impressive array of accomplishments and awards, she is incredibly humble, refreshingly genuine and has always treated me with respect. I’ve never felt like she had more important issues and clients to tend to even though the net worth of my portfolio isn’t exactly at the top end.
I am always fascinated by how Kathy is able to accomplish so many things during our quarterly check-in meetings. Her multi-tasking prowess is in full force as she updates me on the status of my investments, educates me on emerging trends, determines what needs shifting and where to shift it all while we are catching up on our personal lives and sharing stories of our beloved fur babies!!
Her professional, helpful, courteous and approachable staff are a reflection of the positive and productive working environment Kathy has created. Not only is she is the quintessential role model to women, her career trajectory is an inspiration to all.This consummate professional is realistic, practical and a straight shooter. She keeps my expectations in check and reminds me about market corrections. However, her consistent results are evidence of her ability to successfully navigate through the full spectrum of financial circumstances. Her calm demeanor, steady approach, unwavering work ethic and proven track record provide me with all I need to trust her wholeheartedly to manage my family’s investments to meet our short and long term goals.
I thank her for her steadfast dedication and commitment to her work and to building meaningful relationships with her clients. I truly appreciate Kathy as an investment advisor and also as a friend.