Registered Senior Administrative Assistant, Operations Manager
Kathleen began her career in the securities industry in 1997 in Salem, Oregon.
She relocated to the Boise area in 2010 and has been working with BR Wealth Management ever since.
She brings a cheerful attitude to the office and really enjoys interacting with our clients.
She obtained her Series 7, 66 and 63 registrations as a Registered Senior Administrative Assistant.
In 2020 we became a Registered Investment Advisory practice and though we have always taken compliance very seriously,
this shift significantly increased our efforts in keeping pace with the evolving regulations of the financial services industry.
Kathleen now focuses primarily on maintaining this culture of compliance as our Chief Compliance Delegate. She still performs
some Operational duties for the branch as well, but is not as involved in direct client service as she was previously.
Kathleen has recently changed her work schedule to part time - working Monday through Wednesday.
She and her husband Greg live in Kuna. They enjoy spending time with their large blended family of 7 adult children and 17 grandchildren. She loves traveling as well as trailer camping with her husband. She also enjoys quilting and sewing with friends.