Kathryn Harrison, CFP^®, CPA, serves as Managing Director. Kathryn has been in the financial services industry more than 35 years. Her strong interpersonal skills have led to long-term industry relationships. She spent more than a decade serving as Managing Director, playing a critical role in helping to build the Estate & Business Planning Group at First Republic Bank, now JPMorgan Chase & Co. Kathryn enjoys tennis, pickleball, and most other outdoor activities.