Kathy brings nearly four decades of financial services experience to her role at Kintra Wealth, where she supports clients and advisors across the firm. Working remotely, she assists the Williamsport and Austin offices with client communications, scheduling, and day-to-day service needs. With an extensive background in financial advisor support, Kathy brings a wealth of industry knowledge, attention to detail, and a commitment to providing dependable, personalized service.
Kathy began her career in 1987 with E.F. Hutton and went on to hold positions with Merrill Lynch, Wells Fargo Advisors, and LPL Financial. Her experience across the financial services industry has given her a strong foundation in supporting advisors and helping clients navigate their ongoing needs.
Originally from Paoli, Pennsylvania, Kathy now resides in Mohrsville, near Reading. Outside of work, she enjoys spending time with her family, especially her son, Eric, as well as gardening, canning, and cooking.