Kathleen began her career in the securities industry in 1997, in Salem, Oregon. She started at Dain Bosworth, which became Dain Rauscher/RBC Dain Rauscher. In 1999 she was recruited to Merrill Lynch where she stayed until she moved to the Boise area in 2010. As our Operations Manager, she brings a cheerful attitude to the office and really enjoys interacting with our clients. Kathleen may be your first point of contact for help with trades and other administrative tasks, such as deposits and check requests. She too has her Series 7, 66 and 63 registrations.
She and her husband live in Kuna. Between them, they have seven adult children scattered in four states. She enjoys spending time with her family, their twelve grandchildren and their black lab, Dexter. She also enjoys quilting, knitting and scrapbooking.