Meet your financial specialists.

Kathleen’s keen eye for detail and precise coordination is a vital part of her role as a Client Service Associate. She enjoys processing requests for both clients and SWP Wealth Advisors to ensure everyone’s needs are met.

Kathleen is returning to SWP after working three years as a Healthcare Financial Planner, where she helped clients build Medicare and health insurance strategies.  During her time in healthcare, she helped identify solutions for issues around insurance confusion. Kathleen’s efforts were focused on the retirement sector, and she played a key role in helping to resolve the matters her clients faced.

Outside of SWP, Kathleen bartends events all over Nashville, including weddings, fundraisers, and concerts.

Education