Focus and expertise

Kathy strives to help clients reduce stress and worry in their financial lives by working with them to build and tend an investment plan based on their values, goals, risk tolerance and objectives. 

Background and credentials

For 24 years, Kathy has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Katherine has dedicated her career to delivering the personalized investment planning services her clients deserve.

Kathy began her career as a Financial Advisor in 1998 with Morgan Stanley in New York City, where she developed her fundamental investment knowledge.

In 2002, Kathy earned the CERTIFIED FINANCIAL PLANNER^TM certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

She joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008 to take a team approach in providing personalized financial advice for individuals and families.  

In 2016, Kathy obtained the Certified Investment Management Analyst® certification after completing her coursework through the MIT Sloan School of Management. Only 2 percent of financial services professionals hold CIMA certification, which is delivered by Investment Management Consultants Association®* and is the only credential designed specifically for investment advisors and consultants.

In March of 2018, Katherine, Barbara, and Doina founded Rhinebeck Wealth Advisors. They opened their first location in Red Hook, NY in 2018 and their second location, in Great Barrington, MA in 2021.

Away from the office

Kathy’s passion for learning doesn’t end there. Growing up on a sailboat, Katherine learned to enjoy exploring new places and new people. She loves to travel and has driven cross country and traveled extensively abroad to places like Tanzania, India and many European countries. While earning her bachelor’s degree at Mount Holyoke College, she worked as a bartender at a small hotel for a summer in Paris. After college, she settled in New York City where she spent 13 years.  In 2010 she moved to Woodstock, NY where she spent the next decade. She now lives in Great Barrington, MA with her husband, daughter, two dogs, two goats, and cat.  Her mother also lives on their property.

Kathy spends her free time with her husband, Scott, and their daughter, Ruthie. They love road trips and hiking and biking in the Berkshires. They like to stay active both physically and mentally.  Kathy practices Ashtanga Yoga on a daily basis. Katherine successfully completed two marathons in 2002 and 2003.  She may try to run one more before she turns 50.

* Source – https://www.imca.org/cima

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA,“ and ”Certified Investment Management Analyst.“ Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute’s initial and ongoing credentialing requirements for investment management professionals.