Kathryn Harrison, CFP®, serves as Managing Director. Kathryn has been in the financial services industry over 35 years. Her strong interpersonal skills have led to long-term industry relationships. With a background as a CPA and a CFP®, she embraces a holistic planning approach. Kathryn has 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.