Kathy joined Spencer, Wernli & Wilson Advisors in February 2014. She brings 13 years of experience in the banking industry as a Branch Customer Service Manager, among other customer service roles, to her Office Assistant work at our El Dorado office.
Her focus will be on reception services, scheduling, opening new accounts, and general office assistance work, as well as customer service.
Kathy strives to be helpful and friendly. She enjoys working with people and serving clients.
As a lifelong resident of El Dorado, Kathy enjoys spending time with her family, including her husband, son, daughter and three grandchildren, who she loves to play with.
Kathy looks forward to serving you at Spencer, Wernli & Wilson Advisors.