Kathy has worked with Eliot since 1983 and is active in all facets of The Investors Center, Inc. She focuses on reviewing client tax information, portfolio reporting and strategic planning for the corporation.
Kathy is a Certified Financial Planner™ professional, a registered representative with RJFS, and is insurance licensed and Partnership Certified for Long Term Care with the State of Connecticut.
She earned a B.A. in Psychology from Salve Regina College and a M.A. in Counseling Psychology from Assumption College.