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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.









Supporting Alzheimer’s: From planning on the committee to the event.

Our 30th anniversary celebration event.

WPO Greater Baltimore and other friends of WPO

WIFS Community Award

Kathie was awarded the Circle of Excellence Emerald Award by Women in Insurance and Financial Services (WIFS) in October 2022.  She has previously received the Ruby award for 2014-2021.   WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. Kathie applied for the award. Neither the advisor nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 was paid for the recognition and a commemorative glass award. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.

Team Birthdays 2021

OFG walks for Alzheimer's 2020

Harvey's Birthday 2019

Alzheimer's Gala 2017

Celebrating 30 years 2018

Kathie Enterprising Women Florida Event 2016

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