Designations and Licenses

Kathy is a CERTIFIED FINANCIAL PLANNER™ professional and holds life, health and annuity insurance licenses in Nebraska.

Experience and Education

Kathy works with an advisory team to provide wealth management solutions to help meet the needs, goals and objectives of each client. She assists advisors with developing and delivering wealth planning and investment management solutions for clients. She has more than 17 years of experience in the financial services industry, much of which was spent working with CPA firm affiliates.

Prior to joining Mariner, Kathy was a senior staff planner for NVC Wealth, LLC in Omaha. Other past experience includes 12 years with an Iowa-based RIA firm and seven years in public accounting.

She holds a bachelor’s degree in accounting from Upper Iowa University. Kathy is a member of the Financial Planning Association (FPA) of Nebraska.

Personal Interests

In her free time, Kathy enjoys music, quilting and gardening.