"KT" has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner™ practitioner and a leader at NewDay Solutions
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. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.
KT hosts KTs Money Matters Podcast
and her book The Hardworking Woman's Guide to Money
make KT a thought leader in the investment space. Hear her share her story, focus and passion with Lou on Thrive LOUD.