Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry.
She is extremely well rounded and has exposure to a variety of positions including being a registered client associate, operations associate, and sales and marketing representative. She previously held FINRA Series 7, 63, and PA Life and Health, which she is looking to acquire again. Kathy enjoys working directly with clients and provides a high level of professional and personalized attention.
Kathy has a Bachelor’s degree in Economics from Syracuse University in New York. She currently resides in Yardley, PA and enjoys the beach, Premier League soccer (Tottenham Hotspurs), live music, live sporting events and spending time with her son, family and friends.