Kathleen graduated from State University of New York (SUNY) Potsdam in 1987 with a Bachelor of Arts Degree in Mathematics. After graduation, she worked as a Financial Analyst for a major bank in Boston, Massachusetts before moving back home to continue her career in the financial services industry.
She joined Pinnacle Investments in 2009 where she works as a member of a team of Advisors. In addition to advising individual clients, Kathleen and her team focus on employer-sponsored retirement programs.
Kathleen is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 63) and is New York State Insurance licensed for Life, Accident and Health. She is also a Notary Public in the State of New York.
Kathleen resides in Bridgeport, New York with her husband, John and their chocolate labrador retriever. They have two grown children.
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