As a CERTIFIED FINANCIAL PLANNER™ professional, Kathy’s dedicated to the prudent care and stewardship of her clients' assets. Her experience helps guide her clients to plan for a stable retirement, maintain investments suitable to their goals, and ultimately transfer assets and wealth to future generations. She has been active in the financial services industry for over 30 years.
She received her Bachelor of Science degree from the University of CA, Davis. She earned a Master of Science degree in Personal Financial Planning in 2006. A native of the Chicago area, She has been a resident of Napa for over 25 years. Kathy is an active member of the Kiwanis Club of Napa. Her husband is a pilot and loves to fly model airplanes out at Kennedy Park.