Professionals with a common goal – your satisfaction

Kathleen Adkins

Kathleen Adkins

Office Manager

Kathleen manages an array of operational duties, including client requests and account management, and plays a key role in ensuring our office runs efficiently. She offers timely and personable service to support our advisors and help clients pursue their financial objectives.

Originally from Chicago, Kathleen lives in Homestead with her husband, Clint, and their children, Taylor and Dakota.


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