About Kathy

I have a passion for empowering women to become their best selves. Personally, and professionally, I encourage women to reach their highest goals in all areas of their lives. I want to do the same for you.

I especially love working with women who are in major life transitions, such as divorcees or widows, as well as those considering divorce or retirement. These women are close to my heart. Life transitions often bring emotional stress, which means women in transition are in need of special advice, counseling, and loving care – all of which I am willing and well prepared to offer you.

My personal background includes being a Mom, Grammy, and divorcee; my professional experience includes being a chemistry teacher, business woman, and entrepreneur. In addition to my college education, I have received many years of training in business, leadership, and personal development and transformation. For the last 20 years, I have served as a Financial Advisor. I developed the Peake Financial Group as an independent business model to ensure I have the autonomy and discretion to put you at the center of all investment strategies and business decisions.

I became passionate about serving women when I found that women in life transitions often don't receive the best financial advice, especially during times of emotional stress. Divorce and estate attorneys, for example, are best equipped to discuss the details of divorce and assets, but may not be able to provide a comprehensive evaluation or explanation of investments, insurance, and life planning. I believe women deserve to be fully supported and informed before making potentially life-changing decisions – they deserve to discuss their individual situations and needs with a qualified Financial Advisor, just as you deserve a qualified guide throughout your own life transitions.

Every client is unique. I work personally with each woman, allowing her to feel confident, secure, and well-informed. My teaching experience and financial expertise allow me to lay out information and options in a way that is easy to understand. My approach allows you, as a client, to make informed decisions about your future and to move forward with confidence.

As I stand beside you to help you pursue your financial dreams, I have teams standing behind me supporting my business. These organizations also strengthen my relationship with you by providing the resources needed for superior service. I have referral partners standing by – experts who can be of service during every stage of your life journey. Assistance is available for coping with stressful situations, creating a new lifestyle, or managing transitions and changes for yourself or family.

You deserve to receive the best care, attention, and expertise. You deserve to be well-served and well-informed by a qualified professional. I am personally and professionally committed to providing you with that level of high-quality service. Beyond that, I will take the time to make sure you have a confident outlook.

Give me a call or get on my calendar. Consultation appointments can be conducted online or in person, or both.

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