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Kathy began her financial career in 1981 at a major credit union in Seattle. After taking a few years off to devote time to raising her two young children, she returned to the workforce in 1995, bringing with her a wealth of experience. For over 29 years, Kathy has been a valuable member of Fleury Financial, where her role encompasses client operations, services, and client liaison. Kathy seamlessly transitions her expertise to Ross Financial in 2023. Her commitment to excellence and expertise in client relations make her an essential part of the team. In addition to her financial responsibilities, Kathy also serves as a Notary Public, adding another layer of versatility to her skill set.
Kathy was born and raised in Bremerton and now lives in Olalla with her husband, 4 dogs, and 2 cats. She retired as the associate artistic director of a dance academy and served as a choreographer for several community theaters throughout Kitsap County. Kathy enjoys music, camping, hiking, and other adventures with her family, especially her two grandchildren.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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