Kathleen is a very kind, patient, friendly and knowledgeable financial advisor! She pays attention to my needs and advise what is best suitable for me.
What really stood out to me was Kat’s attention to detail and willingness to listen to my concerns. She was patient, thorough, and responsive throughout the entire process.
I had the pleasure of working with Kat for my insurance needs, and I must say she is one of the most friendly and reassuring insurance agents I've met.