A Southern California native, Kathy has been in the Financial Services business for over 40 years. She cherishes client relationships above all else and has many families that she has worked with through the generations for many years. Being a partner here at Sovran partners brings this process full circle.
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 Italian.
Kathy, her husband David, along with rescue terrier Toby resides in Coto de Caza. Our family includes daughters Julie and Katie, who are busy building careers at United Airlines, Marketing and Musical Theater. Kathy volunteers as a foster dog walker through "The Little Red Dog" non-profit organization, reading and part of two book clubs, games and other community activities. Ask her about joining our online 4 Winds Book Club founded in 2020. We meet monthly on Zoom. We especially enjoy musical theater, especially Katie’s shows!
Kathy is licensed to sell insurance in AL, CA, HI, ID, ME, NM, NV, UT.
CA Insurance License #0A82071