At Evos Financial, Kathryn is involved in the preparation and participation in client meetings, active involvement in annual and quarterly reviews, new proposals, new business processing and follow up, and client relations. As a Financial Planner, she is also involved in the financial planning process in gathering and input of data working directly under the Director of Financial Planning. Kathryn has her Series 7 and 66 licenses, insurance license, and just received her CFP® designation.Registered Representative, Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Evos, LLC are not affiliated.