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Kathy Giese, CMP, CMM, has over three decades of experience in financial services, currently serving as a Relationship Manager at H.D. Vest Financial Services since September 1991. In this role, Kathy specializes in strategic consulting, focusing on business succession and continuation planning while enhancing sponsor relationships and supporting Advisors. Previously, Kathy worked at Wells Fargo Bank's central office from May 1987 to September 1991, managing monthly accounting updates and audits for Central Texas branches and collaborating with the IT department on cost-sharing programming. Kathy's educational background includes a Bachelor's Degree in Finance from the University of Houston and a Certification from the Business Enterprise Institute in Exit Planning Boot Camp for Advisors.