Kathleen is a certified public accountant and a financial advisor who has 35 years of experience in individual and small business taxation with emphasis in financial and legacy planning. She received her BBA from Cleveland State University and worked for one of the top six public accounting firms prior to spending six years as controller of Realty One Property Management. Kathleen is dedicated to assisting individual and corporate clients in building a strong financial foundation through a well-defined strategic planning process. Extensive knowledge of the tax law, combined with her financial planning experience, allows for an additional level of service.
My mission is to assist clients build a strong financial foundation that enable them to launch their vision, values, and dreams; build harmonious and healthy relationships; and impact wisdom and a positive change in an ever changing world.
Kathleen works extensively with clients throughout the United States and oftentimes with seniors and their children in the area of wealth accumulation and management, minimization of income and estate tax, succession planning, gifting and estate planning.
Kathleen is a member of the American Society of Certified Public Accountants and the Ohio Society of CPAs. She holds her series 7 and series 66 registration and an insurance license with the state of Ohio.