My Mission

"My mission is to empower, educate, and elevate today's hardworking men and women with their finances so that they may achieve financial security and peace of mind."

Helping you live your best life.

Kathleen is passionate about social change and impact.

She understands that most people are not risk-averse, rather, they are risk-aware. Many people want to understand how to build out a practical roadmap for themselves and their family, but do so in a language that they can understand. We all know we need to save, the question is where and how to get started.

For people unsure where to begin, Kathleen will help you create a simple and approachable start. For those already established, a conversation with Kathleen can help give you more confidence and peace of mind, knowing you have set yourself up for success.

Her goal is to impart onto others the feeling that they are doing the right thing for their future, and that they are in control.

Kathleen is especially passionate about working in professional networks for women.

Now more than ever, women in business need both truth and trust. Truth in their current financial picture so they can strategize for their future in the most effective way. And trust in an advisor so that they can take the time to focus on the work or people that are most important to them.

Close up of woman in deli with two workers in background

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4