Series 7, 63, 65 and Health, Life & Variable Insurance Licensed (CA, DC, FL, MD, NJ, VA)
Kathy was born and raised in the Baltimore suburbs, the youngest child of a large close-knit Italian and Irish family. She graduated from the University of Towson and has been a licensed financial professional for over 32 years. For more than 26 years she has helped her clients at Citi plan for their most important financial goals.
As a CERTIFIED FINANCIAL PLANNER (CFP®), Kathy gains perspective and builds relationships with her clients as she goes through the multi-year financial planning process with them. She often refers to her role as a "retirement life coach", helping her clients work toward that important milestone by supporting the financial planning that comes with those life transitions. In November 2014, Kathy was named as one of the top financial advisors in the area by Washingtonian Magazine.
The mother of college-aged twin boys, Trevor and Dylan, Kathy resides in Ellicott City with her husband Gary and dog Blizzard, a labradoodle. Outside work, she enjoys spending time with her family, travelling to Italy, and practicing yoga. She also cannot pass up an arts and crafts show.