Kathy is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Private Wealth Advisor® and Certified Retirement Management Advisor®. Kathy started at Syracuse University, then moved with her family to Oklahoma and received her Bachelor of Administration degree from Oklahoma State University.
Kathy has been in the financial services industry since 1984 and has been with Baird since 2018. As Senior Client Specialist with the Evans Allain Crumley group, she helps with coordinating schedules, processing client requests, and preparing Monte Carlo Analysis reports.
When not working, Kathy is preparing for craft parties with her family and friends or absorbed in a book.