Kay is a pioneering millennial who learned quickly in life about the fearsome force that money can create for families ambitious about preserving meaningful legacies.
At 18, Kay unburied a less-than-favorable family legacy when she went to apply for her first credit card (be sure to ask her the story).
It was at that time that she switched her baccalaureate major from Psychology to Financial Planning.
By age 23, Kay earned the CFP® certification. Kay is the youngest of three siblings, and proudly touts herself as the “financial guru” and “dilemma doctor” of the family.
Kay stays close to family through constant phone calls, text messages, and zoom meetings.
Outside of work and family, Kay enjoys exploring upstate New York, traveling to new cities, playing beach volleyball, riding horses, hiking, snowboarding, and taking up any new activities she sets her sights on with full force.