While Kathleen and her husband Dennis are not native to Missouri, they have lived in Springfield for over twenty-five years. Not only is she the daughter of an Air Force veteran but the spouse of an Army veteran as well. She proudly salutes those who have gone beyond the call of duty for this great country of ours.
Kathleen is a multifaceted person who has worked in a variety of industries. She has worked in the accounting industry as a Full Charge Bookkeeper for 19 years, in the banking industry, and in the insurance industry as well. Although Kathleen is new to the trust industry, she is excited to return to her accounting roots.
Kathleen will happily greet you with a warm smile as you walk through the door, and she will assist the Director of Operations as our Administrative Accounting Specialist.

Education and Certifications

  • University of North Texas | Accounting
  • Property & Casualty Insurance Adjuster
  • Property & Casualty Insurance Producer

Interests and Activities

Kathleen has two children, Jennifer, and Justin, who have flown the nest. Her interests are as varied as her employment. She has served in many capacities at church as well as in the community while she home schooled her children. Kathleen enjoys DIY projects, reading, baking, crocheting, sewing, beekeeping with her spouse, and even changing the oil in her vehicle. She believes in lifelong learning, supporting our veterans, and always extending a helping hand to others in need.