Kathleen R. Benjamin CFP, CPA

Kathleen R. Benjamin, CFP®, CPA, has been a financial professional for over 20 years, while handling chief operating and financial officer responsibilities. She is a 18-year MDRT member with three Court of the Table and six Top of the Table honors. Recently, Benjamin started KB Consulting Group to help other financial professionals using the same approach she used as an advisor - to help her clients understand the fluidity of their finances and build plans that have options to accommodate changes in their lives or in the financial landscape.