Kathleen offers far more than sound financial planning advice. She generates a long-term relationship founded on trust and unbiased guidance.

Our clients appreciate the thorough financial education they receive. Besides a Masters in Education and 13 years teaching experience, Kathleen is a Certified Financial Planner (CFP).

Kathleen’s other passion has been her lifelong experience of courting the Presence. Being grounded in a global view of religions through rigorous training with the Jesuits, she was drawn to the practical side of spirituality. Shortly after attending Mile Hi Church, she began classes, eventually becoming part of the ecclesiastical team as an active, licensed Practitioner. She is now pursuing a Master’s degree in Consciousness Studies through the ministerial program.

As a nationally known financial educator, Kathleen has been featured on ABC Home Show, CBS Morning Show, and National Public Radio, has made numerous appearances on Channel Nine News, and writes a monthly column for Science of Mind Magazine.

Like you, Kathleen strives for a balanced life. She is inspired and motivated by her ballroom dancing and appreciation of the arts. When it comes to the dance of your finances, the right partner makes all the difference.

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