Get to know Katherine Wheaton, MBA

katherine2

Katherine Wheaton, MBA

Director of Business

Kathy manages the day-to-day business operations for existing clients with an emphasis on compliance and customer service.

As a transaction specialist, Kathy strives to simplify the complex with a keen awareness of how important it is to manage the detailed steps necessary to put your financial plan in place.

Kathy joined Kanani Advisory Group in June 2015, coming from a diverse corporate career in senior leadership positions. She is a seasoned professional who has been successful in cash management, developing/executing strategic business plans and team building. Kathy received her undergraduate degree from the State University College at Buffalo and has an MBA from UC Irvine.

Kathy gives back by supporting The Heroes Project, which improves the care and protection of our military heroes, and The REEL Project, which works to empower populations in post-conflict areas of the Democratic Republic of the Congo.