Kathryn comes to Ridgeline Financial Partners as a career changer. She practiced pharmacy for more than 20 years before she discovered the profession of financial planning. She started her career transition in late 2021 and passed the CFP® exam in March 2023. Helping people has been at the core of Kathryn’s professional life, and she’s eager to help people in a different way than she has before.
At Ridgeline, Kathryn’s job is to support the other advisors in the financial planning process by doing a little bit of everything. Her role is one of professional growth, learning the business of financial planning while servicing clients the Ridgeline way. She’s working on completing her experience hours in order to obtain the CERTIFIED FINANCIAL PLANNERTM designation within the next few years.