Kathleen is an Investment Advisor for Adam Smith Advisors. She focuses on investment education and devising and maintaining portfolios that meet individuals' needs.

Focus
— Managing client portfolios and client service
— Client investment education                 
— Customized portfolio design
— Fixed Income strategy
— Retirement plan services                 

Prior Experience
— Elementary School Teacher, Holy Name School

Education:
— MA, Education, St. Mary’s University of Minnesota,
Summa Cum Laude
— BA, Elementary Education, College of St. Benedict
— Certificate, Financial Planning, Kaplan University
— Certified Financial Planner (CFP®)