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Kathleen Parks CFP
Senior Financial Advisor at Apella Capital

Profile

Senior Financial Advisor Kathy Parks has been helping clients reach their long-term financial goals for nearly 25 years. She received her CFP® designation while living in Houston, TX before relocating to Knoxville, TN and launching her practice in 1995.

Ms. Parks grew up around her family’s concrete business in Painesville, OH and received her business degree from The Ohio State University. Her lifetime involvement with her family business gave her the skills necessary to not only successfully run businesses, but also the perspective to assist other business owners in overcoming their unique challenges in meeting their financial objectives.

Agenda Sessions

  • Own your alpha: Advisor perspectives on how to become indispensable to clients

    2:45pm