Kathy assists Heidi in managing all of the client relationships at Ridge Financial Planning. Kathy is responsible for client care, account setup, access and distributions. She most enjoys partnering with clients to ensure that all of their needs are met in an efficient manner. You can be certain that you will always be greeted with a warm and friendly smile when you call or visit the office.
Quality customer service has been as integral part of Kathy's career. Before beginning in the financial services industry, Kathy owned a local travel agency for 30 years and won numerous community awards for her superior service.
Kathy is active in the community, volunteering at Magalia Beatification and assisting with senior activities at the Paradise Pines Property Association. She also enjoys organizing fund raising to support the local community.
Kathy has been a long-term resident of Butte County for over 41 years, moving to Paradise to obtain her associates degree in marketing and management with a minor in business accounting from Butte College. While studying at Butte College, Kathy met her husband and settled in Magalia with their son. Kathy is dedicated to her family and spends most of her weekends enjoying traveling, gardening, camping, fishing and riding quad bikes with them. Kathy has traveled the world, but always finds it a pleasure to come home to Paradise.