Senior Operations Associate
Kathy joined Compton Wealth after working for large financial services firms for over 15 years in Senior Registered Client Associate roles. Her expertise in client service and daily operations has been a cornerstone to Compton Wealth since the firm began in 2009. As a Senior Operations Associate, Kathy manages and maintains client systems, monitors accounts and investment allocations, and maintains data for compliance purposes.
Kathy attended Old Dominion University and has received extensive financial and investment industry training. She lives in Virginia Beach, VA with her husband and loves spending family time with her daughter and beloved Shih Tzu. Kathy’s favorite pastimes are playing golf and going to the beach.