About Kathleen
Kathleen focuses her wealth advisory experience on working with clients to find solutions and develop strategies to help them achieve their objectives. She finds it rewarding to work with smart, intelligent, and interesting clients, each with their own story of how they became successful – and she is totally invested in each story. She strives to make a big impact on individuals and families, helping them improve their lives.
As a woman of color, Kathleen has achieved the unexpected as a business owner and advisor – creating a successful team in a profession traditionally dominated by men. She is known for finding creative solutions for complex financial situations.
Outside the office, Kathleen is active in the community, serving in leadership positions such as chair of the Friends of the Children Foundation, treasurer of the International Women’s Forum Oregon (IWF), and immediate past president of Randall Children’s Hospital Board of Trustees. She also serves as a board member of the Portland Business Alliance and Friends of the Children for SW WA. Kathleen is a Portland native but now lives with her family and soon to be three dogs in Vancouver, WA. She loves being at the coast as much as possible and spending time in their home in Hoonah, Alaska – interestingly, the same village where the show Alaskan Bush People was filmed.
Education and Professional Milestones
-Oregon State University - Bachelor of Science in business administration and finance
-Has pursued graduate studies at Seattle University and Washington State University
-Previously CEO and senior wealth advisor for Confluence Wealth Management
-Opened the first financial planning offices for a national bank and worked at other wealth management firms in and around the Seattle area
-Is involved with the Estate Planning Council of Portland, the Estate Planning Council of Southwest Washington, the CFA Society of Portland, Women in Investment Portland, her national study group, the Athena Group, the Oregon Historical Society, and the Portland Chinatown Museum
Kathleen focuses her wealth advisory experience on working with clients to find solutions and develop strategies to help them achieve their objectives. She finds it rewarding to work with smart, intelligent, and interesting clients, each with their own story of how they became successful – and she is totally invested in each story. She strives to make a big impact on individuals and families, helping them improve their lives.
As a woman of color, Kathleen has achieved the unexpected as a business owner and advisor – creating a successful team in a profession traditionally dominated by men. She is known for finding creative solutions for complex financial situations.
Outside the office, Kathleen is active in the community, serving in leadership positions such as chair of the Friends of the Children Foundation, treasurer of the International Women’s Forum Oregon (IWF), and immediate past president of Randall Children’s Hospital Board of Trustees. She also serves as a board member of the Portland Business Alliance and Friends of the Children for SW WA. Kathleen is a Portland native but now lives with her family and soon to be three dogs in Vancouver, WA. She loves being at the coast as much as possible and spending time in their home in Hoonah, Alaska – interestingly, the same village where the show Alaskan Bush People was filmed.
Education and Professional Milestones
-Oregon State University - Bachelor of Science in business administration and finance
-Has pursued graduate studies at Seattle University and Washington State University
-Previously CEO and senior wealth advisor for Confluence Wealth Management
-Opened the first financial planning offices for a national bank and worked at other wealth management firms in and around the Seattle area
-Is involved with the Estate Planning Council of Portland, the Estate Planning Council of Southwest Washington, the CFA Society of Portland, Women in Investment Portland, her national study group, the Athena Group, the Oregon Historical Society, and the Portland Chinatown Museum