Kat very proudly came to TL Financial Group in December 2012 with more than 27 years’ experience in banking, serving in various roles including management. She began as an administrative assistant. In 2015, Kat took her career a step further. She immersed herself in a rigorous curriculum in the financial planning process and earned a designation of Financial Paraplanner Qualified Professional – FPQP® from the College for Financial Planning. Holding an FPQP® designation allows Kat to support the team with broad, practical knowledge in personal financial planning. Kat works closely with the advisors to gather data, prepare and administer comprehensive financial plans unique to each client, prepare reports, and maintain the online Wealth Management Tool. She holds a Notary Public commission through Wayne County.
Kathy, loving nicknamed Kat by her family and friends, is a proud wife of 35 years to her best friend, Brian. They have a son, Nicholas; a daughter, Erika; and a grandson, Tyler, whom they love with their whole heart, along with parents, siblings, nieces, nephews, and godchildren.
Kat loves to vacation with her hubby, spend time at the beach, enjoy pool time and barbeques with family and friends, make holiday dinners for the family, play games with her grandson, crochet, read and watch romantic comedies.
A few things on Kat’s bucket list consist of taking a cruise; visit Hawaii, Italy, Greece, and Jamaica; and talk hubby into taking ballroom dance lessons someday.