Born and raised in western Pennsylvania, I'm a Pittsburgh sports enthusiast! I left the area to serve in the US Army as a Captain in the Finance Corps and returned home to support defense contracting in technology and manufacturing. I've earned two master's degrees because I love to learn.
I left my defense contracting career after 15 years to help people in a more impactful way. My passion is to help people as I experienced as a troop commander serving in a community and while serving in a hostile zone. Supporting the military with manufactured equipment and technology was amazing, but directly changing people's lives and educating them about investments and wealth is far more gratifying. This role is the best career because of the deep relationships I develop with my clients.
I best serve clients who desire to be helped and engage openly about their goals. I appreciate discussions with affluent high net worth clients as much as training new investors who want to be high net worth clients someday. We all start somewhere, and we all have dreams throughout our lives. Change and the passing of time is 100% certain to happen! Why not plan for it?
I especially enjoy helping:
- People who are looking for an engaging and customized investment experience with their financial advisor.
- People who are not sure when they can retire.
- Investors living in retirement.
- Individual women looking for empowerment through financial growth and stability.
- Divorcees or beneficiaries who need to find a financial advisor that customizes to their needs.
- Businesses looking for a hands-on retirement benefits professional.
- People looking to protect their hard-earned savings from the unexpected.
Let us explore together: where you are today, where you want to be, and how we will get there!
It is my privilege to meet and serve you as a future client, to understand your dreams and being your biggest advocate for the person you want to become in the future!
My Personal Interests
- Personal Fitness
- Landscape Design
Office Address3830 Old William Penn Hwy
Murrysville, PA 15668
Phone NumberKathleen M Willason at (724) 327-0139
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 07:00PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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