
MARY KATHERYN
Financial Advisor
Mary Kathryn holds a bachelor’s degree in finance with a minor in psychology from Southern Methodist University (SMU). With over 20 years of experience in the financial services industry, she has honed her expertise in diverse areas, including personalized financial planning for individuals and families, as well as designing and managing qualified benefit plans for small and mid-sized businesses.
Following the loss of her spouse, Mary Kathryn developed a deep passion for empowering women to build wealth, pursue financial independence, and confidently navigate their financial journeys.
Outside of her professional commitments, Mary Kathryn finds joy in supporting her children at their events, actively volunteering at their schools, and enjoying the outdoors through walking and jogging. Her dedication to both her clients and her family reflects her values of resilience, compassion, and community.