Kathleen joined the firm in 2002 and is a valued leader. She served as President from 2020 through 2024, overseeing the breadth and depth of Clifford Swan’s counseling services for individuals, families, and nonprofit organizations. Since 2020, she has held the role of Chair of the Board. As a Certified Financial Planner® professional, she helps clients create a sound structure for asset stewardship, with an investment portfolio at the core.

A Pasadena native, Kathleen enjoys being active in the community through service to local nonprofit organizations. She currently serves on the Pasadena Community Foundation’s Professional Advisors Committee, the Board and Investment Committee of Unihealth Foundation, and as Vice-Chair of the Board of Councilors of the USC Leonard Davis School of Gerontology. Her previous service includes Hillsides’ Planned Giving Committee, Church of Our Saviour (where she served as Endowment Chair and Treasurer), Co-Vice Chair of the Board at the Pacific Asia Museum, and President of the Board of Governors of the Town Club of Pasadena. She graduated Phi Beta Kappa from Williams College in Massachusetts.