Kathy has a quiet determination towards everything she does, which included eventually associating herself with Kahler Financial Group. Kathy first applied for Sarah’s position in October 2011. Of the 120 applicants she was one of the finalists. We kept her name on our ‘short list’ of potential associates.
Well into our search for an Operations Manager we became discouraged that we had not found the right person after about 100 applicants. We pulled out our short list and saw Kathy’s name along with her personality evaluations. Rick gave Kathy a call and she ended up topping the field of over 130 applicants for the position. The amazing fact is that Kathy has never had any experience in operations! That says a lot about her abilities and passion for financial planning.
Kathy initiated a new career path towards becoming a Certified Financial Planner® practitioner in 2010 when she enrolled in the Great Plains Consortium to obtain a Master of Science degree in Family Financial Planning. She has over 17 years of experience in the health care field. Kathy has her Bachelor of Science degree in nursing from South Dakota State University. Kathy has over 5 years of experience dealing with compliance management, service coordination, insurance, and management of client accounts. She has an ability to visualize the clients’ goals and manage the processes to help clients meet them.
Kathy was born and raised in Rapid City, South Dakota and has lived in the area for over 20 years. She and her family enjoy nature and outdoor activities. They spend their family time playing soccer, hiking, and camping. Their family also does volunteer work for local organizations.
We are delighted to have Kathy associated with us!