Kathleen joined Plan 4 Wealth in November 2022, With a Bachelor's degree in Chemical Engineering from the University of Kentucky, Kathleen spent 10 years working in the plastics division of a large chemical company before shifting her focus to finance.
After dedicating time to raising her twin daughters, she decided to pursue a new career path. Kathleen embarked on a rigorous one-year study program in financial planning, culminating in the successful completion of a leading industry exam. She is currently working toward completing the required FINRA Securities licensing exams and is on the path to fulfilling the required 6,000 hours of experience to earn certification.
Originally from the Southeastern United States, Kathleen grew up in Georgia, Kentucky, and Tennessee, before settling in Sandy, Utah, where she has lived for the past 20 years with her husband, John, and their twin daughters.
In her free time, Kathleen enjoys outdoor activities such as road and mountain biking, hiking, skiing, and even tackling yard work. She also loves sharing good food with good friends and relaxing with a great book.