Kathy serves as the main point of contact for clients, providing thoughtful and thorough responses to their inquiries and assisting them with any concerns they may have. Friendly and a good listener, Kathy brings more than 30 years of experience to her role. Kathy’s goal is to offer an exceptional client experience through kindness and respect, offering clients the security that comes from knowing they can rely on all members of their financial team.
In 1988, Kathy started her career in the financial planning field by accepting a position in the downtown Cleveland office of A.G. Edwards & Sons. In 1994, she moved to a different branch in Westlake, Ohio, which was eventually taken over by Wachovia Securities and then by Wells Fargo Advisors. In 2018, she joined Raymond James, a firm that fosters a caring, respectful atmosphere that reminds Kathy of her early career days.
Kathy is a lifelong resident of the Tremont neighborhood in Cleveland. An avid moviegoer, she also enjoys traveling, reading and spending time with her husband, Lowell, and their daughter, Amanda. She regularly donates blood with the American Red Cross and is a lector and Eucharistic minister at St. John Cantius Church.
Raymond James is not affiliated with the above organizations and/or charitable causes.