Kathy, a nationally-recognized, award-winning CFP®, specializes in transition planning due to retirement, death or divorce; legacy and estate planning; and planning and portfolio activities for the wealth management of physicians, attorneys and the recently widowed.
She has taught financial planning for certificate programs at both the University of Dallas and Southern Methodist University. She may be found quoted in numerous publications, including The Wall Street Journal, CEO Magazine, Consumer Reports and LeadDoc.
Kathy has been named one of “The Best Financial Planners in Dallas”1 in each year the title has been awarded. She is a recipient of the lifetime Honors Award2 from the Dallas/Fort Worth Financial Planning Association and the Heart of Financial Planning Award3 from the national Financial Planning Association. Registered Rep magazine additionally recognized her philanthropic work on behalf of Parkland Hospital with the Altruism Award4.
Service to the community has long been a priority for Kathy. She has provided volunteer leadership for numerous organizations including the Diocese of Dallas, Southern Methodist University Foundation, the Catholic Foundation, Cistercian Preparatory School, Parkland Hospital, Communities Foundation of Texas, Jesuit Preparatory School and The Dallas Foundation. Her expertise offered these institutions invaluable support on issues including nonprofit governance, planned giving, investments and fund development.
1 Voted upon by certified members of the DFW Chapter of the Financial Planning Association (based upon service quality, AUM and regulatory records) and published in D Magazine. Awarded in 2015, 2014, 2013, 2012, 2010, 2008, 2006, 2004 and 2002.
2 Voted upon by FPA Board and past honorees, it is given to those who have made significant contributions to the field and demonstrate the highest competence, integrity, and stewardship.
3 Recognizes those who engage in extraordinary work, give back to the profession and public, and embody the spirit of FPA’s Core Values.
4 The nominations were evaluated based upon the planner’s community service, passion, volunteerism and abilities. Elements of their practice (i.e. compliance, ethics, growth in assets, etc.) are considered, along with interviews with references and the nominees themselves.