“Keep some room in your heart for the unimaginable.”
― Mary Oliver
Senior Client Relations Specialist
With a diverse background in client relations and project management, Kathy works with clients as the initial point of contact, explaining our services and the process of working with one of our financial planners. Our returning clients also work with Kathy to make sure every visit is exceptional. Kathy’s strengths of being highly organized and a great problem solver are an asset with the project work she does supporting business, technology and company growth.
Kathy was drawn to work at Goddard Financial Planning when she learned that the planners provide guidance without charging clients under the traditional assets under management (AUM) model. She values the comprehensive advice and guidance that is provided to clients and appreciates the variety of strengths and knowledge each of the planners brings to the group, as well as the collaboration between them that supports clients and ongoing company growth.
Prior to joining Goddard, Kathy worked at Starbucks for 20 years during their early growth. During that time she had around eight unique jobs, from store management to category project manager. After Starbucks, she worked as an admissions director at a private school.
Just out of college Job
Worked at an Advertising Agency in Summit County, Colorado. Skiing first thing in the morning was not discouraged on powder days!
Outside the office
Kathy’s outside activities revolve around a large family, friends and community. Kathy’s love of bringing people together over food has her and her husband cooking for many gatherings. She is the chief travel planner in the household and has planned trips around a restaurant she has read about, unique accommodations, or a new ski resort to experience. With retirement on the horizon, the list of destinations is growing. Her Seattle neighborhood block includes 6 chickens, 5 cats, 1 dog, 2 horses, multiple bunnies, an elementary school and a meditation center.
Education and Certifications
BA Business Administration & Marketing, California Polytechnic State University
LIOS (Leadership Institute of Seattle)
Year Kathy Joined Goddard