Introduction:
Kathy’s contributions are behind the scenes and she play an important role in stewarding Circles resources so that our time can be focused on client needs. Kathy is one of those rare people who find accounting fun!
She joined Circle Financial Planning in 2020 and brings more than twenty years of experience working in accounting and purchasing departments across multiple industries. Kathy also handles the administration of our Human Resource functions.
A former resident of New Mexico, Kathy resides in the Carmel area where she enjoys her family and grandchildren. We are glad to have Kathy, and her enthusiasm for numbers, on our team.