Kathy has joined the firm after 30 years of practice as a Certified Public Accountant, of which 20 of those years was spent as a sole practitioner of a small tax and accounting practice. During that time, she worked closely with clients’ attorneys and financial advisors to meet the various tax and planning needs of her clients. With a new focus on investment planning, Kathy plans to use her experience to work with clients’ CPAS and attorneys to assist clients in planning and resolving financial concerns.
A New York City native, Kathy graduated from St. John’s University with a Bachelor of Science in accounting. She and her husband, Peter, have three adult children and have spent the last 15 years residing in Western Pennsylvania, currently living in Brighton Township.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.