About
Kathleen
Kathleen’s keen eye for detail and precise coordination is a vital part of her role. She enjoys processing requests for both clients and wealth advisors to ensure everyone’s needs are met.
Kathleen joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). For three years, she worked as a healthcare financial planner, where she helped clients build Medicare and health insurance strategies. During her time in healthcare, she helped identify solutions for issues around insurance confusion. Kathleen’s efforts were focused on the retirement sector, and she played a key role in helping resolve the matters her clients faced.
Outside of the office, Kathleen bartends events all over Nashville, including weddings, fundraisers, and concerts.
Education and Professional Milestones
-University of Wisconsin-Stevens Point – bachelor’s degree in communications and public relations
Kathleen’s keen eye for detail and precise coordination is a vital part of her role. She enjoys processing requests for both clients and wealth advisors to ensure everyone’s needs are met.
Kathleen joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). For three years, she worked as a healthcare financial planner, where she helped clients build Medicare and health insurance strategies. During her time in healthcare, she helped identify solutions for issues around insurance confusion. Kathleen’s efforts were focused on the retirement sector, and she played a key role in helping resolve the matters her clients faced.
Outside of the office, Kathleen bartends events all over Nashville, including weddings, fundraisers, and concerts.
Education and Professional Milestones
-University of Wisconsin-Stevens Point – bachelor’s degree in communications and public relations