Kathy joined Capitol Financial Solutions in May, 2020 as Practice Manager for Scott Sorrell, CLU®, ChFC®, AEP®, CFP®, AIF®, RICP®, CASL, CLTC. Kathy joins us after a 23 year career with Earl Chesson at Chesson Partners as Director of Operations. Her knowledge of product design, medical and financial underwriting as well as policy administration make her an invaluable asset to us and our clients. Kathy’s tenacity combined with her high level of integrity serve her well in managing the multiple priorities inherent to working with clients, always safeguarding the confidential nature of the advisor-client relationship.
Kathy earned her BA degree in English from the University of North Carolina at Wilmington. She and her husband Manley have four children and two grandchildren, and reside in Hurdle Mills, NC. Their love for children led them to become a licensed NC foster home in 2015 focusing on respite care for other foster families. On the weekends, you’ll find her working on the farm caring for livestock while loving on their Great Pyrenes dogs Ellie Mae and Frannie, gardening, enjoying the beach or traveling to livestock shows where her children competitively show different species of livestock.
*Not registered with Royal Alliance Associates, Inc.