Kathleen joined Plan 4 Wealth in November 2022, bringing a strong analytical background and a desire to help individuals and families make confident financial decisions. She recently earned her CERTIFIED FINANCIAL PLANNER® certification and holds the Series 7 and Series 66 securities licenses, as well as Life, Variable Life, and Variable Annuity insurance licenses.
Kathleen earned a Bachelor’s degree in Chemical Engineering from the University of Kentucky. Before entering the financial services industry, she spent 10 years in the plastics division of a large chemical company, developing the analytical, problem-solving, and project-management skills that now serve her well in financial planning.
After taking time away from her career to raise her twin daughters, Kathleen decided to pursue a new professional path—one that combined her analytical strengths with her desire to help people. Financial planning provided the opportunity to put those skills to work in a meaningful way, helping clients organize their financial lives and work toward their long-term goals.
Originally from the Southeast, Kathleen grew up in Georgia and Kentucky and later spent 10 years living and working in Tennessee. She has called Sandy, Utah, home for the past 20 years, where she lives with her husband, John, and happily near their grown twin daughters.
Outside of work, Kathleen enjoys an active lifestyle and spending time outdoors. She loves road and mountain biking, hiking, camping, skiing, and even tackling yard work. She also enjoys good food, time with friends and family, and relaxing with a great book.