Kathy holds a bachelor's degree in accounting from Texas A&M University (Go Aggies!!). After working in government contract accounting for several years, Kathy left the workforce to raise two sons. During this season she stayed involved with church bookkeeping, school fundraising and PTO treasurer responsibilities. Her husband’s career took them from coast to coast until they settled in Georgia where Kathy held an administrative position for a financial services firm. There she assisted with tax services, bookkeeping and wealth management for the past 10 years. Kathy is an integral part of supporting our clients and their needs on a day-to-day basis. She appreciates being able to support Alan and Matt to serve clients well.