As a Financial Planner, she is involved in the financial planning process in gathering and input of data working directly with the Director of Financial Planning. Kathryn also serves as an account manager, where she is involved with client meetings, annual and quarterly reviews, new proposal planning, and client relations. She gains the most joy from her role with CH Wealth Management in getting to know her clients and create lasting relationships in the process.
Kathryn is young in her career but quite accomplished in her own right. She has her Series 7 and 66 licenses, Group 1 Life Insurance license, and received her CFP® designation.
Kathryn graduated with a Bachelor’s in Business Administration from Baylor University with a focus in Financial Services and Planning in May of 2007. Her course work included tax, insurance, and investment classes.
Born and raised in Plano, Kathryn is a member of the Junior League of Dallas which has allowed her to see firsthand how the community comes together to impact Dallas area organizations. On the weekends, you can find her enjoying the outdoors, playing in a tennis league, running 5k’s, and relaxing with family and friends.
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