“As a team with a multi-generational focus, I enjoy helping clients talk about wealth with their families. I understand these conversations are not just about dollars—they are highly personal, and I am dedicated to helping my clients leave a meaningful legacy.”
How Kathleen can help youKathleen works with select multi-generational families and corporate executives by taking a full balance sheet approach. She provides comprehensive planning that includes analysis of financial goals, cash management, credit, family dynamics, and legacy planning to create customized solutions based on each client’s unique needs. Kathleen believes in shared accountability and enjoys working with clients who value her advice. She takes the time to have meaningful conversations about how her clients think and feel about their wealth. With a passion for women and investing, she helps ensure both spouses are always heard in joint client relationships.
What makes her knowledgeableKathleen brings more than 25 years of experience in solving complex wealth management needs. In 2018, she received a lifetime induction into
Barron’s Hall of Fame Advisor 1. She has received numerous industry recognitions including being named as one of
Forbes Best-In-State Wealth Advisors in 2025 and 2024
2 and
Forbes Top Women Wealth Advisors Best-In-State in 2026, 2025 and 2024
3.
See all of Kathleen’s industry accolades
Experience & RecognitionKathleen is a media spokesperson and has appeared on CNBC’s “Power Lunch” and on Charlotte networks, including WBTV and WCNC-TV. She has been quoted in USA Today, The New York Times, Reuters, Barron’s, Business Insider, MSN.com, BenefitsPRO, Moneywise, and Moms.com. Kathleen earned her bachelor’s degree in political science from St. Mary’s of Notre Dame.
Getting to know KathleenOriginally from the Chicago area, Kathleen lives in Cornelius, North Carolina, with her husband, Jason. Outside of the office, she likes to read, golf, ski, and spend time with her family. Kathleen is also the proud mother of Emily Malone, who is a member of the team.
