Principal and FounderEducation
Bachelor of Science Business Administration (Accounting)
- Ohio State University
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Financial Planning Association (FPA), Kansas City Chapter, former board member
American Institute of Certified Public Accountants, member
Kansas Society of CPAs
Kansas City Ballet, Board of Directors, Vice President (current)
Schwab Institutional Advisory Board, 2008 – 2010
National Association of Personal Financial Advisors (NAPFA), former national board member
Kathy was named to the Financial Times' inaugural list of Top 100 Women Financial Advisers in November 2014. She also has been named among Worth magazine's and Mutual Funds magazine's "Best Financial Advisors" in the country, and she is frequently quoted in The Kansas City Star, Financial Advisor magazine, Medical Economics magazine and Financial Planning magazine. In March 2012, she was featured in a cover story in Ingram’s magazine as being a leading wealth manager in the greater Kansas City area.
She has served as a national spokesperson for the Citibank Mastercard and Visa consumer financial education program,“Keeping Your Financial Balance,” and has appeared on CNBC and many regional television stations nationwide. Locally, she is WDAF-TV Fox 4's financial expert and can be seen live every Monday morning at 7:20 a.m., sharing personal financial tips for everyone.
“It's so satisfying when our clients get to the point of telling us, 'We don't worry about this stuff at all anymore'. That's when we know we've done our job!”
— Kathy Stepp