For more than 30 years, Kathryn has been helping people work toward their financial goals. She takes pride in her fiduciary role, providing Members with an objective review of their current situation and helping them create long term goals.
Kathryn likes to remind Members that retirement planning doesn't end at retirement. "Members often think that once they retire things will take care of themselves. There are a lot of opportunities that retirement presents for managing your retirement savings. Working with Members to make sure they are getting the most out of their plans is something I really enjoy."
Kathryn is a fully registered financial advisor and licensed insurance agent. When she's not working with Members, Kathryn loves to get outside, bike riding and spending time with her family and friends.
To make an appointment with Kathryn, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
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