About Kathy
NMLS# 777631
San Diego, CA
Kathy is a trusted financial partner in Southern California with more than 25 years of private banking and investment management experience.
She works with high-net worth clients and their businesses crafting personalized financial solutions, which include sophisticated lending strategies, trust and estate planning, and private banking products. Kathy takes a multi-faceted approach in protecting and growing her clients' assets to set their future up for financial success. The best part of her job is helping her clients and their families thrive.
Kathy has always been active in her community, volunteering for Junior Achievement, The North Coast Repertory Theater, Rotary, and women's groups through her church.
