With over 30 years of financial services experience, Kathy helps ensure that clients' administrative, trading and operational needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements with a high level of personal service.

Over the course of her career, Kathy has been the recipient of firm-specific awards, most recently having been honored with the 2017 Distinguished Service Professional award. Kathy holds a Series 7 registration and works to ensure clients receive efficient, experienced and friendly service. Kathy resides in Cedar Hill with her husband and son. In her free time, Kathy enjoys gardening, singing at church, and international travel.