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Kathleen is a dynamic, engaging and passionate speaker with 30 years of experience in the financial services industry, providing advisors with innovative ways to look at their businesses and client bases. As National Training Director, Kathleen brings a keen understanding of the new opportunities financial advisors have to differentiate and build their businesses by offering new generational wealth planning tools and resources to successful individuals and families as a Trusted Family Advisor®—one who prepares the entire family to thrive and prosper for generations.

Kathleen holds the Certified Private Wealth Advisor (CPWA®) certification, the Chartered Retirement Plan CounselorSM (CRPC®) designation, the Certified Fund Specialist® (CFS®) designation and the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.