Kathi joined our team in 2007 with 30 years of experience in the Financial Services industry. She has her Series 7 license, and in the past, she has served as the direct assistant for the Branch Manager. Kathi aids the team with portfolio reviews and is the first point of contact for all client needs.
Kathi is from Miami and currently lives with her husband, Paul, in Crystal River. She has two grown children and a grandson. Kathi loves to spend time in her yard, gardening, and enjoys playing mahjongg, and spending time with family.