About Kathryn
- Native of Ohio, but has roots in Louisiana, Kentucky, Alabama and Florida
- Long career in Information Technology until she realized her true passion: Personal Financial Planning
- Former Board Member of Spina Bifida Association of Central Florida
- Former Member of Diocese of Orlando Joint Investment Committee Finance Council
- Former Crown Financial Bible Study Leader and Money Map Coach
- Member St. Vincent de Paul Society
Credentials
- Certified Financial Planner™ Licensee from CFP® Board of Standards
- Background in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance
- Former Y2K Project Manager for AmSouth/Regions Financial Bank
- Has a background as a Regional Leader with one of the largest personal financial services firms in the world
- Dual degrees in Accounting and Computer Science, Transylvania University (yes, it’s a real place) in Kentucky
Just for Fun
- Kathryn and her family enjoy travel, fitness, and nutrition
- She is a Mercy Associate affiliated with the Sisters of Mercy
- A member of Corpus Christi Catholic Church in Celebration, FL
Set an Appointment with Kathryn