Meet Your Benefits Experts
With over 32 years of combined experience, you're in good hands.
Kathy started her professional career in the Petroleum Industry. In 1999, Kathy began her career in the Financial Services Industry. Her background in Oil & Gas gives her the experience needed to understand the complexities of many corporate benefits and retirement packages. Kathy has been a respected leader year after year in the Financial Services Industry.
Kathy’s knowledge gives her the expertise to help find solutions to many questions you may have asked yourself about your employee benefits.
Katie has over 11 years of experience in employee benefits.
Preparing for the next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or protecting your family's future, I promise a new level of attention, insight, and capability.
Knowledge is the key to a successful financial future.