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Meet Kathy

 

Kathy has a passion for helping and interacting with clients. Her role involves phone, email and face-to-face communication with clients, and it’s what she enjoys the most about being a member of this team. She brings a positive attitude, friendly smile and genuine compassion for each client and their financial journey.

She attended IUPUI for a couple of years and then settled down to start a family. Before joining the team at Dynamic Legacy Planning, she worked in the apparel manufacturing industry for 18 years as a customer account representative. She worked directly with customers and the factory to ensure the highest level of service throughout the manufacturing process.

Kathy was born in New Jersey and grew up in New Palestine, Indiana. 

Her favorite way to spend time is relaxing and laughing with her family. Her hobbies include trail walking, laying by the pool and doing some crafting, especially painting.

Favorite food:

Italian food and anything sweet!

Best piece of financial advice received:

Work hard for what you want in life, create a budget and practice self-control.

Favorite quote:

“And still, I rise” – Maya Angelou.

If you could meet anyone, past or present, it would be:

Princess Diana – she was a true princess in every way.

Favorite TV show:

Big Bang Theory

What motivates you:

Living simply with my family and achieving inner peace.

Favorite holiday:

Halloween (love the fall weather!)

Biggest accomplishment:

Raising two children to be successful and independent adults, and becoming a grandmother.