Meet Kathy

Independent Financial Group is an independent broker-dealer that provides me with back office, technology, regulatory and operational support. Because of my association with IFG, I can offer you access to a host of diverse financial strategies. IFG is not in the business of creating and marketing their own investment products—their only “products” are service and support. Therefore, I can offer objective, independent advice, with no obligation to any particular investment. Rest assured, I don’t work for Independent Financial Group, I work for my clients.

I believe that relationships are built on trust. My clients rely on me to make decisions that are in their best interests. I don’t take this confidence lightly and have worked diligently to remain worthy of it.


I have 30 years of experience in the financial services industry and am frequently asked to present in-depth financial seminars to organizations, corporations, and small-business owners. I currently serve on the Board of Directors for St. Jude hospital and the Board Chairman for Human Options, a home for battered women and children. I make an effort to attend educational conferences to stay abreast new trends in investment management and financial planning practices.

I welcome the opportunity to answer any questions you may have about my practice and how I may be able to help you work toward your financial goals.


Call us Today To Get Started at 714-449-8800