We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
As an independent advisor who holds a CFP® Certified Financial Planner designation with over 35 years’ experience in the financial services industry, Kathy Blom’s mission is to help guide customers through their life stages. Kathy’s approach to financial planning is holistic, looking into all aspects of a person or family’s life, to develop a roadmap to financial freedom. When working with Kathy and utilizing the financial plan, peace of mind is achieved.