Client Service Manager
Kathleen joined Legacy One Financial Advisors in 2018, in our Georgetown office. Prior to that, Kathleen was Director of Operations at Lamia Financial Group in Thousand Oaks, California. Kathleen brings more than 25 years of experience in the financial field, working with clients, brokers and custodians.
Originally from New Jersey, Kathleen has recently moved to the Austin area. She graduated from Rutgers University School of Business in New Jersey, with a bachelor's degree in finance, and has an MBA with a concentration in Management Information Systems from Saint Peter’s University.