Kathy is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with experience in both financial advice and employee benefits. She takes the time to get to know her clients – what they’re working towards and what keeps them up at night – to build a personalized plan that connects their personal goals with financial strategies.
Kathy lives in a Boston suburb with her husband and four daughters. When she’s not working, she enjoys rowing, gardening, and relaxing at the beach.
Education: College of the Holy Cross (BA)
"So often in life things that you regard as an impediment turn out to be great, good fortune." - Ruth Bader Ginsberg
Get to know Kathleen
Our favorite activity during pandemic lockdown was a late afternoon walk on the beach.
My summer garden.
My favorite summer activity — rowing.
My attempt at an artsy beach picture.
What are you currently watching on Netflix?
If you could visit anywhere in the world you've never been, where would you go?
When we can travel again, I’d love to explore Portugal.
What are you passionate about?
Being a mom.
What's the last book you read?
“The Book of Two Ways” by Jodi Picoult.