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.