Background
About Katherine
As the Director of Client Services, Kathy ensures that the firm runs like clockwork while providing exceptional customer service to our clients. Kathy prides herself in her commitment to client care and is a valuable asset to the firm and our client’s continued success. Additionally, she holds a license in life insurance through the state of Maryland.
Kathy is happily married to her spouse of four years and has five grandchildren. She’s worked for the firm for almost three decades!
A satisfied customer is the best business strategy of all.
– Michael LeBoeuf
Katherine Marr
Director of Client Services
Let's Connect
We’re here to help
You can’t build a relationship without open communication. Let’s get things started with some introductions. Tell us more about you and what you want to achieve financially. And if you have questions about wealth, fire away! (It’s one of our favorite discussion topics.)
NEWSLETTER SIGN-UP
We won’t flood your inbox, but we will send you our monthly newsletter filled with helpful info about relevant financial topics and news.