Senior Financial Advisor, CUSO Financial Services LP* at Numerica Credit Union
Kathy has helped Inland Northwest residents set and achieve financial goals since 1992. Her ideas and solutions are customized to each client, an approach that comes from a sincere desire to earn trust by listening. First, she develops a thorough understanding of a client’s financial goals and needs. Then, she delivers solutions that are as comprehensive as they are personalized.
Kathy earned her degree in business administration/accounting from Eastern Washington University. Among her favorite causes, she offers expertise to the Fairmount Memorial Association. She has served Fairmount as both investment committee member and chairwoman. Kathy enjoys spending time with her family, skiing, boating, and cooking.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.