Financial Advisor, CDFA
Kathy specializes in divorce financial planning, helping clients navigate major life transitions and make informed financial decisions. She provides guidance on asset division, cash flow planning, and long-term financial security, with an emphasis on education and organization.
She has worked in financial services since 1987, with experience spanning lending, public finance, and wealth management. She earned a degree in International Studies from Miami University, graduating magna cum laude and Phi Beta Kappa, and holds the Certified Divorce Financial Analyst® designation. She is active in professional divorce networks and has held chapter leadership roles.
Her approach is empathetic, structured, and practical. She helps clients understand their options, evaluate trade-offs, and develop a plan for moving forward with confidence.
Outside of work, Kathy enjoys hiking, kayaking, paddleboarding, and tennis. She volunteers with the Cystic Fibrosis Foundation, supports local fundraising initiatives, and enjoys spending time with her three children and her dog, Tanner.