• Fundamental Payroll Certified in 2007
  • Earned bachelor’s degree in business management from the University of Phoenix while working full time and raising small children
  • Completed many Whole 30 challenges diets and other fasts
  • Volunteer as a Family Education Teacher for the National Alliance of Mental Illness (NAMI) Family to Family program


Kathleen spent 26 years at Wells Fargo, most recently as VP, Regional Sales Manager for Business Payroll, covering the West Coast. She managed top team members and ensured the sales team understood the needs of clients to help them have the best processes and services in place to be successful.


Kathleen enjoys relaxing with family, watching movies, going for walks on the beach or being at the park. She loves good wine, great food and wonderful conversations with friends on girls’ nights. In addition to attending church and Bible studies, she enjoys motivational and self-development podcasts and books.


  • Empathetic
  • Trustworthy
  • Responsible
  • Kind
  • Inspiring my team to focus on excellence


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