Kathleen has been an integral part of Babb Financial Group since 2009, and currently serves as a Financial Advisor. In addition to becoming a CFP® certificant, Kathleen is a Registered Investment Advisor, and has passed the Series 65 Exam. She also holds a Life and Health Insurance license in the state of Arizona. Her previous roles have included client service, business operations, and compliance.
Kathleen is a native Arizonan and graduated from the W.P. Carey School of Business at Arizona State University in 2005, with a bachelor’s degree in Business Administration. Soon after graduation, she began her career in the financial services sector, working for a Fortune 500 equipment financing company. In 2009 she left the corporate world to fulfill her dream of living in Northern Arizona, where she found her place with Babb Financial Group.
In joining the team, Kathleen has found joy in helping others through her work. She values the meaningful and lifelong relationships she has built with clients and her colleagues. As a CERTIFIED FINANCIAL PLANNER™ professional, Kathleen is passionate about helping people align their wealth with what is most important to them and realize their goals through prudent financial planning. She is grateful for the opportunity to work so closely with people through the various stages and changes in their lives, and strives to educate clients through the financial planning process.
Kathleen truly feels that living in Northern Arizona is a dream come true and does not take the amenities for granted! In her free time, she and her family enjoy hiking, camping, gardening, and traveling. She also enjoys baking and cooking for her friends and family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.