Kathleen is currently Lead Wealth Advisor at Crescent Wealth Partners. She has more than 26 years of experience in the financial services industry and holds several professional financial designations. In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits.
Prior to merging in 2019 with Crescent Wealth Partners. Kathleen was a Private Wealth Advisor owning and operating her own firm in Hampton, NH.
Kathleen is a member of the Investment Management Consultants Association and the Financial Planning Association. Some charitable work includes Fundraising events for DARE as well as training and participation in the Leukemia and Lymphoma Society – Team in Training.
She earned Bachelor of Arts Degree in Finance and an Associate’s Degree in Political Science from Salem State College.
Kathleen lives in Seabrook Beach, New Hampshire with her husband John. They have a daughter, Jackee. In her free time, Kathleen enjoys participating in long distance triathlons and road racing.