The Professional Me
Kathy joined Planned Financial Services in January 2015 and prepares tax returns for our wealth management clients. She has worked as a tax specialist for over five years, including three years as an Office Manager and Master Tax Advisor with H&R Block. Kathy earned the IRS Enrolled Agent credential in 2014.
Kathy brings extensive leadership experience managing very complex organizations. During her tenure as District Manager for the Northern Ohio District of the U.S. Postal Service, she served as the chairperson for the Federal Executive Board. This group is comprised of the top leaders from each of the Federal agencies in the greater Cleveland Metropolitan area. This role provided her with opportunities to utilize her excellent communication skills to coordinate activities across multiple organizations.
Kathy’s alma mater is the University of Montana, where she obtained her Bachelor’s degree in Accounting. She also earned an MBA from the University of Phoenix and has attended several executive education series at both Stanford and Harvard Universities. Kathy completed the CERTIFIED FINANCIAL PLANNERTM curriculum through the College for Financial Planning.
Kathy resides in Hinckley, Ohio with her spouse, Frances, and their four cats.
Professional Designations & Credentials
- IRS Enrolled Agent (EA)
- Ohio Life Insurance & Annuities license
The Personal Me
A woman of many talents, Kathy’s equally comfortable riding her motorcycle, driving her motorhome, and playing golf as she is spending time knitting, embroidering, or quilting. She attributes her career success to growing up with four brothers. “I learned at a very early age that I had to be strong and stand up for myself. Independence played a big part in both my career and personal life. I have always been an excellent troubleshooter – and that trait has made it possible for me to take on very challenging situations and be successful in creating positive outcomes.” Kathy believes this enhances her ability to work with clients on complex situations – to educate them and build their confidence and understanding of more complex financial challenges.
Little known fact: Kathy is a true cat lover and over the years has rescued about half a dozen feline friends.