Kathy serves as the Chief Operations Officer for the Center for Wealth Preservation. As such, Kathy oversees the Compliance and Finance Departments in addition to the responsibility of managing the contracting, licensing/registration and insurance departments. Her primary areas of expertise are in securities compliance, compensation, and developing/implementing systems and processes to manage workflow for maximum efficiency.
Over the course of her years in the financial industry, Kathy has served in a variety of positions including Pension Design Manager, Financial Planning Manager, HR Specialist and Agency Supervisory Officer. Kathy earned her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College and her Certified Employee Benefit Specialist (CEBS) designation from the International Foundation through the Wharton School. She graduated from Hofstra University with a Bachelor of Science degree in Public Affairs and Organizational Management.
Outside of the office, Kathy enjoys bowling, Tennis, Zumba and power boating with her husband, Kevin. She currently serves as the Junior Past Commander for the Great South Bay Chapter of the United States Power and Sail Squadron.
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
6800 Jericho Turnpike
Syosset, NY 11791
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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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