Kathryn Isernhagen

Kathy began her career in the financial industry in 1986. Over the years, she has worked with dedication and passion, making significant contributions to her field. Currently, she is at her fourth and final investment firm, LPL Financial, where she continues to excel as a fully licensed professional, though she does not hold a CFP designation.

Kathy’s enthusiasm for her work is evident in her love for being out in the community, where clients are always welcome to stop by and visit. She finds great joy not only in assisting clients with their financial needs but also in building lasting relationships and looking forward to their visits.

For the past 22 years, Kathy has been a Senior Registered Client Associate, working closely with James. Their professional journey includes four years at Morgan Stanley, seventeen years at Merrill Lynch, and now at LPL Financial. Kathy holds James in high regard, appreciating his intelligence, hard work, and generosity with his time and talents.

Outside of her professional life, Kathy is devoted to her husband, Brad, with whom she has shared 40 wonderful years. She cherishes her time with her two adult children, Stephen and Carol, their spouses, Cheyanna and Matt, and her two grandchildren, Bailey (8) and Grey (5). With a new grandson expected on October 8th, Kathy feels incredibly blessed to have her family living nearby, allowing her to spend as much time with them as possible.

In her leisure time, Kathy enjoys reading and staying active. Her family and faith are central to her life, providing her with immense joy and fulfillment.