About Kathryn
Kathryn brings over 30 years of experience in the retirement plan industry, specializing in retirement plan consulting, administration, and participant education. Her expertise is grounded in fiduciary responsibility, plan participation, and retirement readiness, where she serves as a trusted relationship manager and consultant.
As a Senior Retirement Plan Consultant, Kathryn provides advisors with the support, guidance, and strategic insights necessary to better serve their clients and grow their businesses. She has a proven track record in retirement plan design, compliance, and consulting, playing a key role in helping clients navigate the complexities of retirement planning.
Before joining Focus Partners Wealth (formerly Buckingham) in 2021, Kathryn held roles at Milliman USA, Petersen Hastings Wealth Advisors, and Savant Wealth Management. She earned a Bachelor of Business Administration in Marketing from the University of Wisconsin–Milwaukee and holds several industry certifications, including Qualified Pension Administrator (QPA), Qualified 401(k) Plan Administrator (QKA), Qualified Plan Financial Consultant (QPFC), and Certified Retirement Counselor (CPC). She also passed the Series 65 exam.
Originally from Wisconsin, Kathryn now resides in Northern Virginia after living 17 years in eastern Washington State. Outside of work, she enjoys tending to her yard with her Cairn Terrier, Finley, and traveling with her husband and adult children.
Kathryn brings over 30 years of experience in the retirement plan industry, specializing in retirement plan consulting, administration, and participant education. Her expertise is grounded in fiduciary responsibility, plan participation, and retirement readiness, where she serves as a trusted relationship manager and consultant.
As a Senior Retirement Plan Consultant, Kathryn provides advisors with the support, guidance, and strategic insights necessary to better serve their clients and grow their businesses. She has a proven track record in retirement plan design, compliance, and consulting, playing a key role in helping clients navigate the complexities of retirement planning.
Before joining Focus Partners Wealth (formerly Buckingham) in 2021, Kathryn held roles at Milliman USA, Petersen Hastings Wealth Advisors, and Savant Wealth Management. She earned a Bachelor of Business Administration in Marketing from the University of Wisconsin–Milwaukee and holds several industry certifications, including Qualified Pension Administrator (QPA), Qualified 401(k) Plan Administrator (QKA), Qualified Plan Financial Consultant (QPFC), and Certified Retirement Counselor (CPC). She also passed the Series 65 exam.
Originally from Wisconsin, Kathryn now resides in Northern Virginia after living 17 years in eastern Washington State. Outside of work, she enjoys tending to her yard with her Cairn Terrier, Finley, and traveling with her husband and adult children.