Kathleen has a strong background in small business development, financial planning, and strategic consulting.

Kathleen’s career spans multiple facets of small business support. She co-founded a B-Corp financial planning firm specializing in estate planning for families with disabled members and worked at a CDFI credit union, where she ran small business development programs and oversaw lending operations. Her extensive experience includes conducting one-on-one business consultations, leading workshops, and offering strategic planning guidance tailored to the needs of small businesses and underserved communities.