Kathleen Williamson B.A., ABT Cert.

Associate Consultant

After earning a Bachelor of Arts degree and Applied Business Technology certificate, Kathleen has spent the last 17+ years in industrial accounting and holding administrative positions in various industries, including pulp and paper, rotational molding plastics, and most recently propane.

Kathleen joined our team in May of 2021. Utilizing her multi-faceted skill set including budgeting, debt consolidation, financial management, research and interpersonal relationship skills, she provides excellent customer service in enabling clients to define, plan, and execute their financial goals. Whether it be early retirement, estate planning, or financial freedom, Kathleen works to make your financial plan a reality. 

Outside of our office, Kathleen can most often be found spending time with her husband and her dog, traveling the world and exploring new places and new people. 

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