Vice President – Private Client Group
Kathleen joined SCS Financial in 2014 and is a Vice President in the Private Client Group. In this role, Kathleen works with families and their advisory teams to provide comprehensive investment and wealth management planning services to meet their goals and objectives. Prior to joining SCS, she worked for Daintree Advisors in Boston as a Client Service Associate. Kathleen earned her BS in Finance from Fairfield University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.