“Have been a client of Kathy for 18 years. She is intuitive, knowledgeable and insightful. She provides solid financial advice that is not based on the hottest or newest trend. Rather, she tempers the common desire of most financial advisors who chase market fluctuations with even handed insight based off of research driven data, information and historical performance. She also takes an interest in my goals, balances them with her input and produces a road map for investing that we revisit multiple times a year, updating and tweeking as needed.I have recommended Kathy to many and will continue to do so for the foreseeable future.“
Financial Planners
Financial Planners
Financial Planners
“Great place, Thomas Cunningham is a great advisor. He was able to answer all my questions. Best place to get your finances all in line.“