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With more than 25 years of experience as a financial advisor and Chartered Retirement Planning Counselor (CRPC), Kathleen Marteney is notable for helping affluent clients reach their financial goals through careful planning and customization to suit each family’s unique needs.

Kathleen’s diverse experience and knowledge has enabled her to develop strong relationships of trust with her clients. She specializes in charitable, estate, investment and retirement planning and leverages these practices to safeguard a solid financial future her clients can depend on. Kathleen’s primary client focus consists of business owners, entrepreneurs, high-net-worth individuals and retirees.

Kathleen graduated from the University of Dayton with a Business Administration degree in accounting. She began her career with corporate finance positions in banking and manufacturing. After she was suddenly widowed at a young age, she became inspired to empower women in transition and inform them on potential challenges they could face without proper planning. Her passion led her to a career in holistic financial planning.