A Southern California native, Kathy has been in the Financial Services business for 42 years.  She cherishes client relationships above all else and has many families that she has worked with through the generations for many years.

Kathy's passion is to work with surviving spouses, the divorced, as well as couples or individuals, to design a retirement strategy plan with an emphasis on how and where they want to live their best life based on what is meaningful to them.  For communication, she is fluent in Spanish, speaks passable Portuguese, studied French, and is currently learning German.

Kathy, her husband David, along with recent college graduate daughter Julie, and college student Katie live in Coto de Caza. The family enjoys travel and cooking.  Kathy enjoys walking foster dogs through "The Little Red Dog" non-profit organization, reading, coffee and wine with friends and extended family alike, and loves British Television. Ask her about joining the Four Winds book club! 

Kathy is a graduate from California State University-Chico with a BA in International Relations and minors in both Spanish and History.

Kathy is licensed to sell insurance in AL, CA, HI, ID, ME, NM, NV, UT. 

CA Insurance License #A82071

Book a Meeting with Kathy