Kathy is a Wealth Advisor for Colony Family Offices. She oversees trust operations, fiduciary administration, and internal audit for Colony Trust Company. She has worked with affluent families for over 25 years providing income, estate, gift and trust planning. Kathy spends her time assisting clients with their fiduciary responsibilities as trustees and helping clients achieve their wealth, estate and business succession goals in a tax-efficient manner. She also enjoys educating future generations regarding their responsibilities related to the inheritance of wealth.

Kathy was a CPA with Arthur Andersen, LLP and then as the Tax Partner in charge of the Carolinas Private Wealth Services practice at Grant Thornton, LLP. Prior to joining Colony, she served as the family office director for various members of the Belk family.

Kathy earned her Bachelor of Science Degree in Accounting at Louisiana State University, graduating magna cum laude, and her Master of Science in Accounting from the University of Illinois at Urbana-Champaign, graduating magna cum laude. She is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants (AICPA) and a member of the North Carolina Association of Certified Public Accountants. She is an active member of the Charlotte Estate Planning Council and past president of the board. Kathy also is a member of the Foundation For The Carolinas Professional Cabinet of Advisors and the Queens University Planned Giving Council. In 2008, she was honored with the Charlotte Business Journal’s Top 25 Women In Business Award.