Client Service Associate
Kathryn supports our firm’s administrative and office operations including assistance with client transactions, compliance and billing.
Prior to joining Clearview Wealth Management, Kathryn worked for 13 years at First Union Corporation in their Commercial Banking and Credit Policy divisions before staying home to raise her children. She has been an active school volunteer, serving in various PTA leadership positions, and is involved in many programs at her church.
Kathryn is a Charlotte native with a BA in Economics from Wake Forest University. She and her husband, Peter, have two daughters in college.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.