When asked about ANBTX customers, Kathy says: “Our customers are not just numbers, and we don’t turn them away because they don’t fit a specific mold. We can be innovative, taking a visionary approach in our business model. We do what’s best for our customers and their families.”
With 30 years of investment and banking experience, Kathy has had success serving certified public accountants and estate planning attorneys. She takes pride in forming multi-generational relationships with community members and takes it upon herself to develop the professional staff in the Wealth Management Division.
Currently, Kathy is a registered principal and manager, American Society of Pension Professionals & Actuaries member, FI360 Center for Fiduciary Excellence member, Rockwall Chamber of Commerce member, Rockwall Rotary Club member, Rockwall ISD Youth Mentor and a Boys & Girls Club of Rockwall board member.
Kathy has a degree from Oklahoma University and has attended the Executive Education program at the Wharton School of Business, Cannon Trust School I, II, II, and the Graduate Trust School. She holds the following licenses: Certified Regulatory Compliance Professional (CRCP), a FINRA Designation through The Wharton School of Business, Certified Trust Financial Advisor (CTFA), Accredited Investment Fiduciary Analyst (AIFA) and FINRA Securities Licenses; 7,63,65 and 24 Registered Principal.
Check the background of this investment professional on FINRA's BrokerCheck