Kathy has over 40 years of banking experience including 16 years in investments. She has extensive experience in trust estate settlement practices based on her career in private banking. She now holds Series 7 and 63 registrations.

Embracing the team’s philosophy to deliver unparalleled client service, Kathy spends her day providing financial concierge services to our high-net-worth clients. In her role, Kathy assists our advisors with creating an unforgettable client experience, ensuring our clients receive the highest level of personalized service. Kathy also helps organize many of our client events and mailings. She strives to ensure that all clients’ administrative and operational needs are handled accurately and efficiently. As a client associate, she is responsible for handling the day-to-day administration of accounts including the opening of new accounts, updating existing account information, managing account and fund transfers, taking investment orders and answering questions regarding client accounts.

In her free time, Kathy and her husband Dwight, who have been married for 44 years, enjoy traveling, gardening, and spending time with the extended family. They have one daughter and one grandson. Both families reside in Bixby, OK.