Kathy entered the wealth management industry in 2002, and she earned her Series 7 and 66 licenses in 2005. A native of Upstate New York, Kathy came to South Carolina when she studied Office Administration at Bob Jones University, and she later decided to make Greenville her home. Prior to joining Raymond James in 2011, Kathy worked at other financial firms and also in the non-profit sector; her experience gives her a strong foundation in client service and operations.
Kathy’s primary role with P&H Consulting of Raymond James includes the day-to-day administrative and service-related needs of the clients. She has a genuine interest in cultivating relationships with our clients and in providing the help, solutions, and information they need.
In her spare time, Kathy enjoys hiking, bicycling, reading, and piano; she is active in her church and also plays piano for weddings and other events. She loves being a part of the vibrant, growing community of Greenville, and she enjoys seeing P&H Consulting of Raymond James play a vital role in helping the people of Greenville and beyond meet their financial goals.