Drawing on 25 years of experience in the industry, Kathy manages the daily operational and administrative functions of our business. While Kathy’s roles are many, her true focus is on simplifying the lives of the families that we work with so that they can truly enjoy the wealth that they have created. This includes large projects like concierge services and correspondence with attorneys/accountants as well as day to day activities and making sure clients are happy.

Kathy holds a B.S. degree in Public Affairs from Indiana University. She is an Indianapolis Colts football fan, enjoys playing volleyball with friends and watching her daughter competitively ride horses. Kathy resides in Valparaiso, IN with her husband, daughter, and three dogs.