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President
Direct: 805-852-1091
Kathy began her work with Human and Social Service Organizations in 1984. She works closely with her clients in assisting them with their insurance and financial risk issues. Kathy has been successful in establishing long term relationships with her insureds and is well respected within the industry.
Through personal experience in caring for her mentally ill father, her Mother who passed from Alzheimer’s disease in 2007 and her son who passed in 2010. Kathy has realized a deeper understanding and empathy for her clients and the families they serve.
President
Direct: 805-852-1091
Kathy began her work with Human and Social Service Organizations in 1984. She works closely with her clients in assisting them with their insurance and financial risk issues. Kathy has been successful in establishing long term relationships with her insureds and is well respected within the industry.
Through personal experience in caring for her mentally ill father, her Mother who passed from Alzheimer’s disease in 2007 and her son who passed in 2010. Kathy has realized a deeper understanding and empathy for her clients and the families they serve.