Kathy Lester, MBA
Wealth Advisor
Kathy has been in the financial services industry since 1979. Focusing on private client and institutional investment advisory and consulting services, she emphasizes collaborative wealth management as the way to answer the important questions. Kathy works with you to determine an appropriate strategy by performing highly personalized planning to connect all of your financial dots. Kathy considers every aspect of your financial life and makes the financial planning process simple and streamlined. From getting to know you, your family, and your goals, to building a customized, comprehensive financial plan, Kathy sets a solid foundation for your future financial well-being.
Kathy is dedicated to community improvement and serves as a spiritual director with local institutions of worship. Kathy believes that caring is central and means you check in, find out what’s happening, and then determine ways to help the person get what they need or want.
She holds Series 7, 31, 63, and 66 registrations and is insurance licensed.
A graduate of Michigan State with a Consumer Community Services degree, she holds a Master of Business Administration from West Virginia University. Her career has blended sales, analyst, and advisory roles in international banking, government, and financial services in Fortune 500 corporations.
