What is your favorite part about your role?
Meeting clients for the first time. Especially, seeing their faces for the first time during practice Zoom meetings. We work so hard to get video and audio and then it’s there! Feels like winning a gold medal every time.
What does financial success look like to you?
Freedom and peace. Also, I envision lots of green and many plants.
If you could meet any person or character, who would you want to meet?
George Washington would be my answer if I have to pick a conversation with just one person. Otherwise, any world leader or musician or artist at the top of their field.
Kathryn Knipe joined Oakwood Wealth Partners Team in 2019. She works as an assistant to Mike Kish, helping him with client communications, processing business and preparing paperwork. She has previously worked in human resources and decided it was time to change things up by shifting careers and jumping into a new industry.
Kathryn was born and raised in Orange County and currently lives in Costa Mesa. She graduated from University of California, San Diego, with a Bachelor of Arts degree in Literature and Writing. Kathryn loves to spend her free time sewing clothes and gardening.