Kathy joined The Retirement Planning Group (TRPG) in 2024 as a Senior Wealth Manager, bringing over 30 years of experience in the financial services industry. Before TRPG, she served as Vice President and Senior Wealth Manager at Lee Financial Group since 2005. Kathy’s impressive career also includes her role as Branch Manager for the Kahala office of Charles Schwab.

Kathy holds the Accredited Investment Fiduciary (AIF®) designation, highlighting her commitment to fiduciary excellence and deep understanding of investment management and regulatory requirements. She believes effective financial planning goes beyond the numbers, focusing on building strong, lasting relationships with her clients. At TRPG, Kathy leverages her extensive industry knowledge to help clients navigate their financial journeys with confidence and clarity.

Outside of work, Kathy is the President of the Rotary Club of Mililani Sunrise, where she enjoys participating in community service projects. Her day starts early with a 4:45 AM workout, setting a tone of discipline and energy. In her downtime, she loves spending quality moments with her family and her fur baby, Mali.