Kathy Podulka

A very important member of my team is my Executive Assistant, Kathy Podulka.

Kathy’s mission is to handle client service issues not specifically related to investment decisions. So, if you have questions about statements, dividends, checks, if you need additional information, or need to schedule an appointment, the person to call is Kathy.

She oversees and manages the operational aspects of the client services department. She assesses project issues and develops resolutions to meet productivity, quality and client satisfaction goals and objectives. Kathy supervises event planning, scheduling meetings and functions and interacting with clients. She also works in close partnership with me to prioritize client services activities and to deliver appropriate levels of service to enhance the client experience.