Wells Fargo Advisors

When it comes to preparing for your financial future, I understand that each person’s needs are unique. That’s why when you contact me at my Roslyn office, you’ll receive personalized service. As an Allstate Personal Financial Representative and holder of the CERTIFIED FINANCIAL PLANNER ® designa...

Kathy knows your goals and circumstances are unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, she can help analyze your investments and prioritize your needs, wants, and desires.