“I believe in always being honest and kind, giving my best in all things, and treating others the way I would like to be treated.”
Kathy has worked with Lou since 2007. As one of the company’s office managers, she has many different responsibilities. However, her expertise is in both client relationship management and compliance responsibilities, making sure that Gottlieb Advisory Group is always up-to-date with the ever-changing legal regulations and requirements in the financial industry.
Kathy has been involved with Royal Alliance financial planners since 1994. She is dedicated and service-oriented, and loves to engage with all of the firm’s clients.
When Kathy isn’t helping clients or assisting with compliance, she’s spending time with her family, including her two sons and her young grandson. A lifelong resident of Highland Park, she loves to be with nature, taking walks along the lakefront or through the woods.
Among her favorite things she lists children, animals and quality dark chocolate.