Kathy Moranville serves clients by providing the personalized attention and solution-oriented service that helps bring confidence.

As a Director of Operations, Kathy is dedicated to building personal and professional relationships with clients, while supporting the needs of the practice. Responsible for administrative oversight and handling of client inquiries, her energy and depth of knowledge offers a distinctive experience for clients.

Kathy joined the financial services industry in 2013 from the telecom industry, where she gained invaluable experience in project management, creative problem solving and client relationship management. She is an outgoing person who is motivated by working with clients and helping them pursue their financial goals. Kathy studied business management at Heald Business College and Diablo Valley College. Kathy studied Accounting and Finance at Pennsylvania State University and earned a Bachelor's Degree and a certificate in Financial Planning. 

She is a California native, loves the San Francisco Giants, and appreciates the natural beauty of the state by taking hikes and long walks with her family and dogs. Kathy also devotes time to fostering dogs and supporting her favorite rescue organizations. Kathy is also an avid baker diagnosed with celiac disease and loves experimenting with gluten free recipes.