Kat joined the team in 2024, crossing over to the investment side of the financial industry after being a mortgage lender for 10 years. Her professional background includes twenty-five years of experience in sales and marketing, business development and real estate sales with customer service always at the forefront. Kat has a reputation for going above and beyond for her clients and intends to serve the clients of Birmingham Investment Group in the same way, with a genuine heart for all people and a get it done attitude. She currently holds the FINRA Series 7 designation.
Kat was born and raised in Birmingham and was a member of the graduating class of 2000 at Mary Baldwin College, in Staunton, Virginia. She is on the Junior Board of the Parkinson Association of Alabama working to raise awareness and financial support to continue the mission of finding a cure for Parkinson’s Disease, happening in our own backyard, at UAB. She and her daughter, Mary Isabel, live in Homewood and attend Trinity West Homewood United Methodist Church. On the weekend, you can find her spending time with family and friends, fixing things, working in the yard and walking her dogs, Caroline and Cybil, with Piper the cat, following close behind.
Raymond James is not affiliated with the above organizations and/or charitable causes.