Kathleen Fletcher

Kathleen Fletcher

CFP®, Financial Advisor

 

Kathy is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades experience in the financial and accounting industry. Upon graduating with honors from Purdue University in 1989, she went on to pass the CPA exam.* She began her career with Ernst & Young, and later McGladrey & Pullen, gaining valuable experience in the fields of insurance and employee benefits. The addition of a brokerage background at Banc One Capital Corporation provides a unique perspective and important skill set to offer clients of Preferred Capital Management. Kathy has continued to add to her diverse knowledge base while obtaining several industry registrations and certifications including her General Securities Principal and the Municipal Fund Securities Principal licenses.

Her work ethic, drive to learn and her ability to understand processes are symbolic of how she approaches life. She grew up and is currently living in Worthington with her husband Terry. After a college graduation celebratory trip to Alaska with son Connor, these recent empty nesters are enjoying the exploration of new hobbies and community events. Listening to music on the Scioto Mile, tastings at Ohio wineries and home improvement projects are the latest in their recent adventures. Members of Grace Point Community Church, Kathy is active in women’s ministry.

She enjoys the diverse planning opportunities that are presented by every client experience and values the occasion to listen and learn ‘their stories’. Everyone has different backgrounds, goals and experiences and these all shape the design and application of the Financial Planning process. Please feel free to contact Kathy to share ‘Your Story’.