As Scheduling Coordinator, Kathy’s primary responsibility is coordinating conversations and meetings between clients, their JNBA Advisory Team, and other professionals as appropriate. She partners with Client Account Specialists in maintaining current information shared with our team and the custodian. Kathy’s can-do attitude helps her foster positive and long-term relationships with both clients and team members. Kathy also leads the firm’s Fun Committee and organizes social events for our team, both inside and outside of the office.
“Being an advocate means keeping the client in mind when scheduling meetings in order to find the most convenient time, while also being respectful of my colleagues.”
Kathy is a Certified Professional Secretary with nearly two decades of experience in the financial services industry. Prior to joining JNBA in 2017, she worked at a Registered Investment Advisory firm in Minneapolis.
Kathy enjoys taking trips to the cabin which is part of a 100-year-old family farm in Wisconsin. She also enjoys knitting, reading, and catching up with friends over a glass of wine, as well as keeping up with her son, Cole, and his latest adventures.
