Kathy is a Senior Advisor and SMartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. She partners with her clients to build a custom financial plan based on personal resources and goals. Kathy is passionate about helping clients improve their financial security and peace of mind with a comprehensive approach to financial planning. She holds a Series 65 and Michigan insurance license. She is always challenging herself to learn and has recently completed the Certified Financial Planning Program at Oakland University. She hosts seminars on Social Security benefits and has earned the National Social Security Advisor (NSSA®) Certificate. Kathy is an active member of the community and serves on the board of Compassion Pregnancy Center. She is a member of Selfridge Base Community Council and the Macomb County Chamber.
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