Kathie has a BA in Liberal Arts/Education from Pepperdine University, Malibu, CA, and she completed the accounting program at Palomar Community College, San Marcos, CA. She has also received her certification as FPQP™ and Financial Paraplanner Qualified Professional™
Kathie and her husband live in Oceanside, CA where they are active in their church and small group. Her two daughters, Kayleigh and Amelia, are her great inspiration for working hard and doing her best in every aspect of her life. She enjoys making handmade greeting cards and encouraging others to use their creativity to enhance their lives.
- Client Service
- Financial Reporting/Bookkeeping
- Financial Plan Research