Before joining Creative Financial Partners as the receptionist in 2008, Kathleen graduated from Davis College with a degree in Interior Design and Business. She has worked in the Toledo area as a administrative assistant in the accounting and engineering fields for several companies, including Price-Waterhouse and Matrix Technologies.
Recently, Kathleen transitioned with the rest of the Croak Asset Management team to their downtown Toledo location. There, she serves as the Client Relations Manager.
Kathleen grew up in Oregon, Ohio, currently lives in Waterville, Ohio and is married and has three sons. Kathleen enjoys spending her free time volunteering for community events, painting and sewing.