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Kathy has been a Registered Paraplanner designee since 1998. Her areas of expertise include portfolio implementation and administration. She has been a paraprofessional in a large Miami certified public accounting firm, as well as being in commercial property management. She helped run a closely held family business in Miami for fifteen years, serving as comptroller. Prior to joining The Enrichment Group™, Kathy was in charge of all administration and client support with a small life insurance business. Kathy received a BA degree from Coe College in Iowa in 1974. She joined The Enrichment Group™ in 1997, as assistant to Pat Day, and today is Client Services Manager. She is an NASD Licensed General Securities Representative through Westminster Financial Securities. Kathy is the proud mom of a grown daughter and son. She is active in Miami Elks Lodge #948 where she participates in many fundraising events. Kathy is also a volunteer in her church. In her free time, Kathy enjoys cooking, gardening, sewing and dancing.
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Karis came to The Enrichment Group™ in 2001 with experience in tax processing, cash flow analysis and customer service. She started out in our operations department, eventually taking charge of the front office and serving as office manager for the firm. Karis is now an integral member of the Annual Review Preparation team. Always striving to learn more and grow professionally, Karis earned her Registered Paraplanner designation in February 2006. Karis’s interests include exercising, dancing and spending time with friends and family.
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Vanessa hails from New York City, where she was born and educated. She has an administrative, customer service, and accounting background. Vanessa joined The Enrichment Group™ in 1999 in our operations department, and is now Administrative Assistant to Randy. She became a Registered Paraplanner designee in 2001. Among the things she most enjoys about working at The Enrichment Group™ are the family environment and the professional growth opportunities she has had. Vanessa is the proud mother of beautiful Kassandra, born in July 2006. Between parenting and working, Vanessa still tries to make time to give back to her community and has done volunteer work with the Big Brothers and Big Sisters organization, Baptist Children’s Home, and special needs adults. |
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