Certified Wealth Strategist
Chartered Life Underwriter
Certified Financial Fiduciary
Kathleen is President of Cowan Financial Group. She holds the Certified Financial Fiduciary, Certified Wealth Strategist, and Chartered Life Underwriter designations along with multiple securities and insurance licenses. She is also a Certified Bucket Plan Advisor.
Kathleen (Kathy) joined Cowan Financial Group in 1989, as an Administrative Assistant to the Chairman and CEO. In 2008, she was elected President and Chief Operating Officer of Cowan Financial Group. Kathleen is also currently a Senior Advisor in the firm.
Kathy enjoys working with her clients and believes that you need to take a holistic approach to each client's specific needs. "Every client does not have the same lifetime goals or visions that they want to accomplish. I believe you need to analyze each client's specific needs, listen to what they are saying, and design a program that will work for that individual client." Kathleen uses a holistic planning approach that explains income planning to clients and purposefully structures assets throughout the phases of life.
Kathleen is a member of The American Society of CLU & ChFC and PACE, and the Investment Advisory Committee. She is currently on the board of K9s United and volunteers for both K9s United and Ink (Investing in Kids).