One of the voices you will hear when you call in to our offices is Kathleen. Kathleen joined Wealth Dimensions as a Client Service Representative. She brings with her 18 years of financial industry experience and has a very clear vision of what excellent client service entails. She has a genuine appreciation for financial planning and believes that having the right financial advisors can truly have a positive impact on your life.
When she has free time, she enjoys boating and lake time and never says no to an evening with friends, especially if she gets to indulge her foodie side.
Kathleen lives in West Chester with her youngest son, Brennan, and is the proud Army mom of her oldest son, Ryan.