With more than 20 years of experience at both local and national financial firms, Kitty is responsible for organizing, managing and providing high-level services to clients as a member of the Advisory Team. As a CERTIFIED FINANCIAL PLANNER™ professional, Kitty is a member of the Financial Planning Association.
As a mother of three grown children, she has experienced the transition of moving in and out of the workforce and has a passion for helping women gain confidence in financial matters. As such, she is a co-founder of the Hamilton Capital’s Women’s Exchange, which works to develop greater financial literacy among women.
Kitty has also earned the Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts™. As a CDFA®, she is trained to provide financial information and assistance to individuals going through a divorce, as well as their legal representatives by evaluating the financial and tax implications of dividing property, settlement options, and child and spousal support. Kitty was instrumental in bringing the Second Saturday divorce workshop to central Ohio and serves as the chapter leader.
A Powell resident, Kitty has utilized her leadership skills outside the professional arena including serving as Director of Children’s Ministry at a local church.
As the youngest of eight children growing up on a dairy farm in rural Ohio, I was an active 4-H member for nine years. Participating at the Ohio State Fair was a goal that I both desired and attained––twice.
As a high school sophomore, I presented a solo demonstration entitled “A Desert Affair” and was awarded Best in Show. The following year I was determined to make a repeat performance: this time with my twin sister. Dressed as Santa’s Elves, we presented a team demonstration that engaged the audience and impressed the judges. My reward was taking home another coveted clock trophy.
Life lesson learned: Know and engage your audience