Office Assistant, Bookkeeper
Kathy brings a wealth of knowledge and experience to our office – she’s been part of the financial industry for nearly 40 years, and has been part of our office for almost 20 years. As an office assistant, Kathy is a key client service contact. As you have questions about your accounts or services provided to you, Kathy is happy to assist you.
Kathy will be one of the first to greet you as you enter our office and is here to support your needs. Outside of the office, she enjoys walking, hiking, and visiting with her children.