Kathy joined the team at Lakeside Wealth Management, LLC in May 2017. She has worked in the financial industry for the past 39 years, spending 23 years employed at Wells Fargo Advisors. She looks forward to assisting Pat, Dan and Mark in helping clients pursue financial goals and also interacting with clients to seek to achieve optimal satisfaction. Kathy will be happy to help you and welcomes your call.
Kathy and her husband Tom make their home in the Oakfield area. She has served as a volunteer for United Way, Loaves and Fishes and as a member for the Human Concerns Committee at Sons of Zebedee.