Kathy Podulka

Kathy has been part of our office since April 2007 and plays a vital role as our Executive Client Services Administrator. Her responsibilities encompass a wide range of important tasks including working daily with clients resolving any complex administrative issues (not related to investment advice), overseeing all aspects of office operations, and maintaining client satisfaction. She works closely with Jon, Ashley and Mary delivering a high level of service to clients. Kathy enjoys many outdoor activities, traveling, spending time with family and quilting.