Kathryn Roth joined the team in the fall of 2024 as an operations specialist and has obtained a series 7 license.

She recently graduated from the University of Toledo and is a former Division 1 golfer on the Rockets’ women’s golf team.

She brings the same discipline, focus, and competitive drive from the course to her new role. She is building on her strong academic foundation and is currently pursuing additional licensing. Kathryn is known for being detail-oriented and efficient and is using that to gain hands-on experience and support the efficient execution of day-to-day processes and client services.

She grew up in Waterville and now lives in Maumee with her fiancé, Nolan, and their pets, Margo and Remi.

In her free time, she enjoys spending time outside, golfing, doing yoga, and traveling!

Kathryn is excited to grow within the financial services field, with a strong interest in long-term career development and making a meaningful impact in the industry and in client’s lives.