Kathy is the Portfolio Administrator at C.W. O’Conner Wealth Advisors, Inc. She joined the firm in 2012. Kathy is responsible for portfolio reconciliation, account administration and compliance, while overseeing day-to-day account setup and maintenance activity.
She collaborates with the team to help clients define their financial goals and explore solutions to reach those goals.
Kathy has more than 20 years of client service and investment experience, including working as a sales assistant at Bear Stearns and a client service specialist at Wells Real Estate Funds. She draws on her industry experience to provide a sophisticated level of service to the firm’s clients.
Kathy values the relationships she has built with clients and enjoys the boutique structure of CWO, where she can get to know each client on a personal level.
A Georgia native, she earned her Bachelor of Business Administration degree in Finance from Georgia State University in 2004.
She enjoys traveling with her husband, Marty. Kathy believes that people can increase their impact on the community by focusing on needs where they are passionate. Her personal mission is to provide food and clothing for needy people in her community.