Kathleen has 30+ years of experience in financial services, with 20+ years working with businesses. We’re lucky to have had her with Union since 2008.
Kathleen loves working with businesses and assisting them to find the right financial solution for their business. She believes that small businesses play a critical role in our economy and it is rewarding to her to assist them through their various stages of growth often from infancy to becoming a mature company with many employees. She’s excellent at offering new capabilities to them as they grow, and their needs change. She’s focused on ensuring her clients make money, save money, and protect their time.
Kathleen helps clients with both loans and deposits. She comes up with unique ways of structuring loans to benefit her clients. She was awarded the SBA Lender of the Year for the Commonwealth of Virginia in 2013 and received the Top First Trust Lending Officer Business Finance Group in 2012, 2013, 2015, and 2016. She’s a member of the Executive Woman’s Golf Association as well as United Way Women’s leadership. Outside of work, she loves to travel, spend time with family, hike, bike, and play golf.