Meet Kathleen

 

How do you add value for our clients?

It starts with relationships. It’s important to Kathy to develop strong relationships with clients, so together they can identify what’s most important to them. Kathy can customize a strategy that fits their life and gives them confidence in their financial plan. Trust is critical, and she values the trust that her clients place in her.

Kathy’s primary goal is to help clients make wise financial decisions through education, enhanced technology and personal client service.

My working background

Kathy earned her B.A. in Business Management and Administration from Whitworth University in Spokane, WA. She also holds an Accredited Asset Management Specialist (AAMS) certification from the College for Financial Planning. Kathy has served clients as a wealth advisor for more than 25 years. With her experience, she brings a significant breadth of knowledge, professionalism, and practical application for personal and individualized comprehensive financial planning. She has also worked extensively with estate planning, asset allocation strategies, wealth preservation and college planning.

Before partnering with the Waymaker Wealth Advisor team in 2020, Kathy was a financial advisor with Financial Management, Waddell & Reed, AG Edwards, and Valic Financial Advisors in Spokane, Washington.

A little more about me

Kathy was born and raised in San Fernando, California, and relocated to Washington in 1978.

She has made her home with her husband, Jeff, in Mead, Washington. Kathy has three grown children: Keilyn, Ryan and Bryce.

Kathy enjoys golf, volleyball, traveling to different countries and experiencing diverse cultures. She likes outdoor activities, such as hiking, camping and boating with family and friends.

Kathy’s greatest motivation is her passion to do what she loves. The best advice she has received as an advisor was: “No matter what, always do what is right for the client, and everything else will fall into place.”