Kathy joined Equity Concepts in 2021 as a Strategic Assistant for Purpose and Wealth Team. She started her career at Wheat First Securities and has a seasoned history within the financial services industry. She has served at several Richmond, Virginia brokerage firms in numerous operational roles. Kathy’s professional goal is to provide expert service and support to clients with her team members.

Kathy resides in Chesterfield County with her husband, David. She has two adult sons and three grandchildren. She enjoys hiking, flower gardening, and spending time with family and friends.