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Financial Services professional with a proven record of training, developing, tutoring, and mentoring professionals with a fortune 50 company and small businesses over the last 15 years. Track record of success helping professionals excel in their careers by tutoring them one on one.

Designations held: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL). Securities Licenses held: Series 6, 63, 65, 7, 8, Life Insurance and Health Insurance. I am a certified Trainer, Presenter, and Sales Coach. In my career I have held the following positions: Financial Advisor, Financial Consultant, Stockbroker, Securities Trader, Business Consultant, and Financial Services Trainer. I have a BBA in Finance from the University of Texas at Arlington.
I tailor my tutoring to the individual. I have found each person learns in their own way. My teaching and tutoring experience includes in the classroom, one on one, and virtually earning a 95% instructor effectiveness score from my company.
Hobbies include paddle boarding, snorkeling, cycling, visiting museums and traveling.

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Kathleen’s Qualifications

Education & Certification

Undergraduate Degree: The University of Texas at Arlington - Bachelor in Business Administration, Finance


Paddle boarding, Snorkeling, Biking, Reading, Cooking, Traveling

Tutoring Subjects


Insurance License

Professional Certifications

Series 6

Series 63

Series 65

Series 66

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)

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