Kathie was recently recognized in the February issue of Baltimore magazine as one of Baltimore’s 2012 “Five Star Wealth Managers.” This honor was given to a select group who represent less than 3 percent of the wealth managers in the Baltimore area. To be awarded, Kathie had to satisfy 10 eligibility and evaluation criteria including having a favorable regulatory and complaint history and fulfilling a firm review based on internal firm standards.
Kathie will also be featured in the March edition of the Baltimore Daily Record with her advice in an article on financial and retirement planning for women. This article will be available on March 31st.
Finally, Kathie has been accepted as a member of the “Anne Arundel Women Giving Together” organization. This group supports initiatives which improve the quality of life for women and their families in Anne Arundel County.
Congratulations Kathie on all your accomplishments!