Katherine (Kathi) was born in 1963 in Staten Island, N.Y., and in 1974 her family moved to Middletown, N.J. She earned a Bachelor of Science in Mathematics in 1985 from Villanova University, Villanova, Pa. with Minors in Philosophy and Psychology. Kathi has earned Licenses in Series 6, 63, 7 & 24 Securities and Life Insurance. She has taught thousands of Americans on how to prepare for & live comfortably in Retirement as well as Estate Wealth Transfer Strategies through various seminars.
As supporters of Charitable Organizations, she and her husband John support Providence House, the Domestic Violence Division of Catholic Charities USA, The (Naples) Shelter for Abused Women & Children, and numerous Domestic & International Christian Charities. She was Past Recipient of the Catholic Charities’ Client Achievement Award. Kathi currently serves on the Education and Missions Board of the Naples 1st Church of the Nazarene as well as soloist in the Choir and singer/flautist on the Worship Team.
When not at work Kathi enjoys traveling, singing, Bible Study, & watching her Alma Mater Villanova Basketball games.