Biography
A member of Accredited’s Wealth Management group, Kathleen is responsible for developing and directing client planning strategies. Through her previous experience in the corporate healthcare industry, Kathleen brings a unique perspective on the medical insurance field to Accredited’s planning team.
Kathleen enjoys volunteering with Helping Paws where she and her family care for dogs-in-training when their Foster Home Trainers travel.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Marquette University – B.A. in Public Relations and Criminology & Law Studies
• University of St. Thomas – MBA
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely by finding a way to laugh and to make others laugh every single day. Humor helps me to stay grounded in the present and to remain steady through the daily ups and downs of life. Ever the homebody, I am fulfilled by entertaining friends and family and investing in my community through volunteering. Some of the critical components to my life wisely spent includes good books, coffee, wine, music, and my family.
“Where the needs of the world and your talents cross, there lies your vocation.”
Aristotle
