Kathleen's journey in education and non-profit work led her to transition into the trust industry, where she applies her knowledge and skills to help clients with government benefits and managing trusts and estates. With her background in education, Kathleen has a unique perspective and understanding of the social and economic challenges facing individuals and families.

In her role as a trust industry professional, Kathleen is committed to advocating for her client's rights and helping them navigate the complex system of government benefits. She works tirelessly to ensure that her clients receive the resources and support they need to overcome financial hurdles and preserve their financial well-being.

Outside of work, Kathleen enjoys spending time with her family, boating, and relaxing at the beach, cherishing the moments with her husband, daughters, and granddaughter.

Firm Description

Secured Futures is a national nonprofit trust administrator helping children and adults maintain their government benefits, protect their money, and manage their spending through compassionate trust administration services. As an experienced, national trust administrator, we take pride in our client-first customer service with unlimited requests, calls, and orders. This philosophy has been tailored across each of Secured Futures’ pooled trusts, including special needs, minors, asset preservation, and other third-party trusts - with no minimum funding amount.

Serving Phoenix • San Jose • Philadelphia • Denver • Tampa 

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