- Transactions (Money Movement, Roth Conversions, Excess IRA/Roth IRA Contributions Removal)
- Account Questions
- Death and Divorce Settlements
- New Account setup
- Financial Plan Data Entry
Kathy joined Caliber Wealth Management in March 2022 and brings with her extensive experience working in the financial industry. She has spent much of her career working with high net-worth individuals in the Cleveland, Ohio area. Kathy believes in the importance of building strong relationships with clients and takes pride in creating them. Her strong attention to detail and client-first mindset aids in the elevation of the client experience.
Kathy was born and raised in the suburbs of Cleveland, Ohio and has a Bachelor’s in Business Management. In 2017, Kathy relocated to the Kansas City area with her husband, Kurt, and son, Ian. She currently resides in the small town of Peculiar, Missouri. In her spare time, she and her family enjoy packing up the car and taking road trips to visit family and friends along the east coast.