Business Information
Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago. Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.

Opening Times

Monday

09:00am - 06:00pm

Tuesday

09:00am - 06:00pm

Wednesday

09:00am - 06:00pm

Thursday

09:00am - 06:00pm

Friday

09:00am - 06:00pm

Saturday

Closed

Sunday

Closed

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