Kathy joined the MONECO team in 2005 and provides key support to MONECO clients as our front line administrator. She manages client communications, MONECO’s key information database, and appointment calendar – enabling the firm to deliver our first-class service.
Kathy is a lead facilitator in providing direction and resolution to client questions and concerns. She manages all incoming and outgoing correspondence, creates/inputs account applications, as well as oversees the transfer process. Her attention to detail and sense of urgency is representative of MONECO’s office culture.
Kathy lives in Fairfield, Connecticut with her husband Steve and her two daughters, Caroline and Julia.
Get to Know Kathy...
Favorite part about working at MONECO: Listening to Dave Lincoln’s fishing stories!
Way to spend time outside of the office: Taking a walk on the beach
Biggest challenge at MONECO: Managing a lot of moving parts
Most enjoyable aspect of financial advising: Having the opportunity to meet and keep in touch with our clients.
Favorite…
Quotation: “You miss 100 percent of the shots you never take” -Wayne Gretzky
Vacation: Chatham, Cape Cod
TV Show: “Big Bang Theory”
Genre of Music: 70's Rock
Sports Team: Conn College Women's Basketball and UConn Women's Basketball, aka both of my daughters’ college and club teams! This is why we spend our lives on the bleachers…
Prior to MONECO, Kathy was a buyer for Calvin Klein men’s underwear division and Speedo!