Kathleen Gilmore, CFP®, Principal, Chief Client Service and Marketing Officer

Kathleen Gilmore serves as Chief Marketing and Client Service Officer, representing the firm with prospective clients and coordinating overall client communication efforts. In partnership with the Investment Counselors, Kathleen advises current clients on a variety of financial planning matters, working in concert with external professionals where appropriate.

A Pasadena native, Kathleen has enjoyed volunteering her time at various local non-profit organizations, including Hillsides and the Methodist Hospital Foundation, and serving Church of Our Saviour as Endowment Chair and Treasurer. She is currently a member of the Board at the Pacific Asia Museum.