Kathy Watkins joined MainStreet Financial Planning team as a paraplanner in 2013. As staff paraplanner, she supports Anna, Jim and Liz by creating and refining customized financial reports associated with each client engagement.
In 2012, she received certification as a Registered Paraplanner℠ from the College for Financial Planning, and she has received additional intense specialized education and training in financial planning and working with clients virtually.
Kathy is passionate about providing each MainStreet client with a superior customer service experience, from the moment they fill out their initial questionnaire through receipt of their final recommendations.
She works from her Chicago-based home office. When not working, she enjoys watching old movies (especially film noir) and classic TV program and spending time with her family.