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Professional

Previous to attending Montana State University, where Kathy received her bachelor's degree in Business Management in 2002, she taught in elementary and secondary education for 9 years

Kathy holds both the Chief Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation.

The CLU which has long been recognzied as the fundamental and foremost educational credential for life insurance professionals.  Individuals who earn the CLU must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  More information regarding the CLU and ChFC may be found here.

The Chartered Financial Consultant designation (ChFC) offers professionals in financial services the advanced education they need to better assist clients in this increasingly competitive field. Individuals who earn the ChFC must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

Kathy has been recognized as the 2007, 2008 & 2009 Financial Representative of the Year for the Castronovo Financial Group (Montana).  This prestigious award is given to a Financial Representative who demonstrates outstanding achievement in five key areas of growth, and is indicative of Kathy's committment to help her clients protect and achieve their financial security goals. 

Associations and Memberships

National Association of Insurance and Financial Advisors (NAFIA), Member 

Southwest Montana Building Industry Association, Member

Montana State University Alumni Association 

Divanti International, Board Member

Madison Valley Ranchlands Group Weed Committee, Volunteer

Ennis Chamber of Commerce, Member 

Bozeman Chamber of Commerce, Member

 MDRT Qualifying Member 2007, 2008

Years of Experience

Representing Northwestern Mutual since 2003.

Education

Degree Major Institution
BS Science Management Montana State University

Awards and Recognition

National Quality Award   2006-2010
Award recognizing persistency and performance

National Sales Achievement Award   2008-2010
Award recognizing performance