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Kathryn Harrison, CFP®, CPA, serves as Managing Director. Kathryn has been in the financial services industry more than 35 years. Her strong interpersonal skills have led to long-term industry relationships. She spent more than a decade serving as Managing Director, playing a critical role in helping to build the Estate & Business Planning Group at First Republic Bank, now JPMorgan Chase & Co. Kathryn enjoys tennis, pickleball, and most other outdoor activities.

Meet the Team

Michelle Konsky
Michelle Konsky

VP, Risk Selection & Advocacy
P: 732.718.8495


Sierra Lang
Sierra Lang

Client Associate
P: 213.640.4350

Angie Lozonne
Angie Lozonne

Business Development Associate
P: 213.640.4349

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Amy Norton

Case Manager
P: 813.296.8165

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Barb Pfeffer

Broker Contracting
P: 205.263.9276

Mike Raczkowski
Mike Raczkowski

Head of Advanced Planning, Sales Support, and Underwriting
P: 205.263.9260


Nancy Simm
Nancy Simm, CLTC®, LTCP, CSA

Director, LTC & Longevity Planning
P: 860.470.0220


Contact me to learn how my team can help with your planning needs.

P: 415.791.4683  |  E: