Katherine M. Dixon

Kathy has decades of experience in the financial services industry and has assisted Bob in servicing clients' needs since 2010. She particularly enjoys her personal interaction with clients and likes to receive updates about their families and their concerns.

Client care and communication are the foundation of Kathy’s personal approach. Her main responsibilities involve providing the exceptional level of service that is held in such high esteem by our clients. She particularly enjoys her focus on financial advisor support as well as client service, processing, and communication by phone or in person.

Outside of the office, Kathy enjoys cooking, baking, gardening, and many kinds of crafts. She also enjoys hiking, watching the Philadelphia Eagles during football season, and spending time with family and friends.