As the Wealth Planning Coordinator Kathy completes tasks that support the efforts of Principal, Brian Redders, Wealth Consultant, Ethan Silverman, and Wealth Planning Director, Dan Bohn. She spends most of her time on Investment Review meeting management for Brian and Ethan. She is also responsible for assisting with preparing and coordinating paperwork to maintain compliance for client accounts. Whether it is preparing, scheduling, or following up on details from client meetings, Kathy's goal is to strive for 100% client satisfaction.
Kathy joined Genex Consulting in 2013. After a short time away, she rejoined the team in late 2020. Prior to Genex, Kathy held positions at Washington University, Maritz, and Ralston Purina. She is ecstatic to call Genex "home" again and help to make the client experience a positive one.
Kathy and her husband Russ are native St. Louisans and have one son, Jack, who is a Business Analyst for a company in Chicago. As you might imagine, free time is spent visiting Chicago, but they both love attending sporting events and playing golf.
Bachelor of Science, Home Economics - University of Missouri