Kathy is responsible for all paperwork and documentation required for the set-up and maintenance of client accounts, including interaction with our broker/dealer, LPL Financial, and other advisors. She has regular contact and meets with clients to assist them with scheduling, account maintenance, documentation, and processing. She is also responsible for client billing.
Kathy has been with Titus Wealth Management for over 20 years. Since 1962 she specialized in corporate trust stock transfer and Trust for several major banks in various capacities of the securities industry, and Pension Administration.
Kathy is a native of San Francisco and lives in Sebastopol California with her five Chesapeake Bay Retrievers, one Standard Poodle, and a Quarter Horse. In her spare time she is a dog breeder, trainer and exhibitor in numerous venues of animal performance. She is President of the County-Wide Dog Training Club, serving on the board for over twenty years, and is an active member of The American Chesapeake Club, and Marin Retriever Club. Kathy also enjoys photography, gardening, and horseback riding.