Kathryn Gustafson has been offering financial services and advice since 1997 with a focus on helping clients create and maintain diversified, tax-efficient portfolios. She listens to the needs of her clients and tailors their investment choices with the objective of providing the best return for the least amount of risk. She believes that the most successful investors are those with a plan. Recently, Kathy, along with one of her partners, wrote the forward to the book “The Prudent Investor’s Guide to Beating Wall Street at Its Own Game.”
Kathy holds a Bachelor of Science degree from Brigham Young University and a Master of Business Administration from Boston University.
She enjoys gardening, interior design and taking day trips with her family. Kathy and her husband Eric have 5 children.