Kathy is dedicated to always putting the needs of her clients first. She provides financial counseling, helping clients plan around the detours in life to stay on track toward their goals. Growing up watching her parents struggle with financial issues led Kathy to want to help others to not have to worry about their money. “Clients tell me often that they feel comfortable with my guidance and truly trust me,” Kathy says.

When not busy serving her clients, you will find her opening new accounts, preparing for appointments and reviews, holding lunch meetings and executing trades. Kathy has more than 30 years of financial industry experience. She began her career in 1992 with AmSouth Investments, which merged with Morgan Keegan and was acquired by Raymond James in 2012. She received her education at the University of South Alabama and Pensacola State College.

Out in the community, Kathy is a member of the Pensacola Beach Elks Lodge and a supporter of Gulf Breeze Will Do, a program that supports nonprofits serving local communities.

Kathy was born in Mobile, Alabama, and moved to Gulf Breeze, Florida, in 1989. She has a daughter, Candis (who also works for Raymond James); a son, Billy; and two beautiful granddaughters, Grace and Hope. Kathy’s leisure interests include dancing, paddle boarding, antiquing and traveling.