Kathleen is a Senior Investment Advisor at Maridea Wealth. She brings nearly three decades of accounting and retirement plan advisory experience to her investment advisory work, with a strong focus on employer-sponsored retirement plans.

 

She began her financial services career as a CPA with KPMG LLP and Ernst & Young LLP, where she provided audit and assurance services for retirement benefit plans, healthcare organizations, government entities, and not-for-profits. She later served as Corporate Controller for a tax-supported hospital district in Daytona Beach, Florida, where she held fiduciary roles on both the Audit and Finance Committee and Retirement Plan Committee, overseeing significant plan assets. She also previously served as President of Ashford Investment Advisors.

 

Kathleen holds a CPA license, is a Certified Plan Fiduciary Advisor, and maintains a FINRA Series 65 license.