Kathleen helps grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning.
She is a sports and travel enthusiast. She enjoys all opportunities to get out on the water both locally and internationally. Kathleen is excited to complete her all-continent travel with Antarctica soon. When Kathleen isn’t working, traveling, or paddling, she enjoys country roads on her Harley, and anytime spent with family, great friends, and her dog Harriet.