Background
Kathy is the founder of Golden Ridge Financial Designs. Since 1988, Kathy has been assisting her clients through wisdom and guidance to design comprehensive wealth management strategies. Kathy serves as a resource to individuals, families, business owners and executives, assisting them with decisions regarding their retirement planning and investment management. Kathy’s focus is on both anticipating the client’s needs as well as educating them on their investment strategies. These qualities are what make Golden Ridge Financial Designs the comprehensive choice for investment strategies and retirement planning.
Education
Kathy graduated from UNC-Greensboro with a BA in Communications. She earned her Masters Degree in Financial Services from the American College, MSFS. She is certified as a Chartered Financial Consultant ChFC, a Chartered Life Underwriter CLU, a Chartered Advisor for Senior Living CASL™(CASL conferred by The American College) and a Retirement Income Certified Professional RICP™ (RICP conferred by The American College).
Pursuit of Excellence
Ben Franklin once said that “An investment in knowledge pays the best interest.” Kathy has participated in various educational programs throughout her career and the payout is the level of service excellence she provides for her clients. She is a member of the National Association of Insurance and Financial Advisors, and the Society of Financial Services Professionals as she has earned numerous industry honors and awards for excellence. Kathy is a lifetime qualifier for the ‘Top of the Table’ for MDRT which is recognized as the premier global association of top level financial advisor professionals. Its members educate and uphold the founding principles of exceptional professional knowledge, strict ethical conduct, and outstanding client service. She is also a part of LPL Financial Patriot's Club based on annual production since 2004. Kathy is annually chosen to participate in college business leadership programs thru prestigious universities such as Duke University, MIT, UCLA, and the Wharton School of Business. This constant commitment to continuing education is an added benefit for her clients. Kathy is originally from Burlington, NC. She and her husband Wayne reside in Stokesdale, NC with their 4 cats Max, Feebee, Oliver and Peewee. In her free time, Kathy enjoys playing her banjo, dancing, gardening, traveling and visiting with friends and family.
Kathy’s Outlook on Life
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”
“An investment in knowledge pays the best interest.”
“The human race has one really effective weapon, and that is laughter”
Favorite food: I love Mexican food, hot and spicy!
Favorite holiday: Halloween, boo!
Favorite movie: The Sound of Music
Hidden Talent: She is an excellent cook and desert maker
Favorite book: The Way of the Wizard – Depok Chopra
Something on Kathy’s bucket list: Space Travel
Proudest Personal Accomplishments: Learning to play the banjo so I could play gospel, bluegrass and folk music with my Daddy and my family.
Proudest Educational Accomplishment: Obtaining a master’s degree.
Personal role models: My father Ed Powell, the most perfect person I have ever known!