Investment Advisor Representative
Kathy is an Omaha native and a graduate from the University of Nebraska at Omaha. Kathy brings accounting and pension administration experience to our team, having worked in real estate, investment brokerage services, as well as logistics and supply management. Kathy carries an IRS Enrolled Agent Designation as well as being an Investment Advisor Representative.
Kathy is married and has three children. In her spare time she is an active volunteer at her children’s school, helping with the Instrumental and Vocal Music Departments. Kathy is also a PTO Board Member and participates in her neighborhood Garden Club.