General Info

Kay’s focus is on financial planning and risk management. She works to help you identify, plan for, and pursue your unique goals. She takes a relationship-centered approach and delivers candid feedback and recommendations with care. Kay’s process includes identifying short-term and long-term goals, addressing current and potential future risks and shortfalls, and uncovering assets and attributes. Rather than selling to you, she provides needs-based strategies to guide you toward sustainable outcomes. By doing this, she helps you transform your financial goals into achievable milestones as well as create strategies that protect and grow your wealth for generations to come.