As the Director of Wealth Planning, Kathy is responsible for developing integrated estate planning and wealth management strategies for clients.
Before joining Boston Financial Management in 2016, Kathy served as Director of Planning for Emerson Investment Management and as a Wealth Strategist at U.S. Trust Private Wealth Management and the former State Street Global Advisors. She also practiced in the trusts and estates department of Choate, Hall & Stewart.
Kathy is a magna cum laude graduate of Boston College Law School, where she received her Juris Doctor, and was a member of the Boston College Law Review. She is also a magna cum laude graduate of Harvard College.
Industry Accreditation & Affiliations
Massachusetts Continuing Legal Education – Estate Planning Symposium co-chair, Estate Planning Basics Seminar past co-chair
Massachusetts Bar – member
Boston Bar Association – member
Boston Estate Planning Council – member
Kathy enjoys alpine skiing and travel with family.