Kathy is an experienced LPL registered professional, serving as the OneAZ Wealth Management Support Supervisor. She has worked for over 7 years in the financial services industry, assisting clientele with her knowledge base, reporting expertise, collaboration skills, and experience with investments and product services. Kathy provides support to OneAZ Wealth Management through training, teamwork, communication, and progressive integration of new technology, products and services.
Kathy maintains her Series 7 and 66 securities licenses with LPL Financial, and her Arizona Life, Accident, Health and Sickness insurance licenses.