Kathleen’s experience and expertise further strengthens Endeavor’s ability to help clients build, manage, and preserve their wealth.
A graduate of the University of Denver with a Bachelor of Science degree in Statistics, Kathleen is committed to advanced training and ongoing professional development as evidenced by her designation as a Certified Financial Planner Professional® (CFP®). Kathleen’s planning acumen encompasses investment, retirement savings, and income planning; non-portfolio risk management planning utilizing insurance and other asset protection strategies; and legacy and tax planning.
You could say that finance is part of Kathleen’s DNA, as her father was a stockbroker who piqued her interest in investing. Today, her practice has transcended the traditional transactional approach and embraces a fiduciary standard of care always acting in her clients’ best interests.
What many people don’t know about Kathleen is that she was a certified scuba diving instructor on the island of Kauai before beginning her career in financial services just as the Financial Crisis of 2007-2008 was shaking the confidence of many investors. Calmly and patiently – hallmarks of her personality – she drew upon the parallels of scuba diving and investing to help guide clients to make better financial decisions.
Like the financial markets, the ocean can be an unpredictable and swiftly changing environment. As a scuba instructor and financial planner, her top priority is preparing clients to deal with potential risks, and to understand, prepare, and adapt to dynamic conditions. She reminded her diving clients of the importance of “plan your dive, dive your plan.”Her advice to her financial clients is similar, reminding them of the importance of carefully planning for their investment and wealth needs and following their plans with Kathleen and her colleagues at their side.