It is with mixed emotions that I announce Kathy Arey’s well-deserved retirement on June 30, 2024.

Kathy began working with me 19 years ago as my Client Service Associate and, over the years, has evolved to be much more than that.  She became an instrumental part in helping me grow our wealth management business.  One of her biggest contributions was providing her competent, steady presence in the chaotic years, when my husband and I were raising our triplets.  I will always be grateful for her steadfast attention to detail, as well as her concern for our clients.

As the practice expanded, we recognized the need to expand our team, which also meant the evolution of Kathy’s role.  She helped create, develop, and implement much of what we do at the Shepard Wealth Management Group.  Kathy’s seemingly “photographic memory” for client details has been truly special in helping acclimate new team members.  She has not only provided top-tier service, but she has also been a friend and confidante to me and our clients.  Our team is thrilled for her that she will have the capacity to spend more time on the golf course and with her grandchildren.

In typical Kathy fashion, she wanted to make sure our clients were well cared for when she left. To ensure a seamless transition, Kathy has been transferring her crystallized knowledge to Melissa, Christine, and Diana, who will be providing administrative services after June 30.  

The team is eager to continue the legacy of hard work that Kathy leaves behind.   

Please join us in wishing her all the best in her upcoming adventures!