Growing and Protecting Executive Wealth

Kathie's clients are executives and business owners who are experiencing a significant transition in their lives. This will typically involve a career change or retirement, sale of a business, divorce, widowhood or caring for an aging parent. Kathie describes her role as the client's personal "Chief Financial Officer," and often works with their existing investment, tax and legal advisors to provide a holistic approach to their financial plan. Kathie has found that her clients are appreciative of this coordinated effort since all parties are working toward the same goals.

Kathie began her career in the financial services industry in 1980 at Merrill Lynch where she worked as an investment advisor for nine years. She joined the organization in 1990, and formed Infinity Financial Group in 2005. Kathie's career accomplishments include the FINRA Series 7 General Securities Representative, the FINRA Series 65 Investment Advisory Associate, and the Chartered Life Underwriter, (CLU) designation. She is very involved in civic activities, but is especially supportive of Capital Hospice where she is a certified patient volunteer, serves on their Planned Giving Committee, and is a member of their Speaker's Bureau. Other community involvement includes the Reston Chamber of Commerce, The Executive Women's Roundtable, and Rotary International.