Kathleen supports families, entrepreneurs, endowments and foundations to help preserve and grow their wealth. Kathleen is responsible for addressing the day-to-day needs of our clients, bringing over 15 years of experience in financial services.

Kathleen has worked in the financial services industry since 2009, with prior roles as a Client Relationship Manager with The KCP Group at Stifel and a Client Service Associate with the Stifel home office in St. Louis, Missouri.

Kathleen graduated from Rockhurst University in Kansas City, Missouri with a B.S. in Business Administration with a concentration in Finance/Accounting.