Kathy Gilliland

Kathy Gilliland has 27+ years experience providing professional financial planning services to over 1100 clients.  Her varied experience encompasses life insurance, investments, mortgages, and real estate.

She is dedicated to the independent brokerage business representing clients instead of companies.  She has taught classes in finances at local high schools, churches, corporations and the public.

Kathy was born and raised in Lancaster, OH.  Her small town roots have served her well in identifying with middle America.  She graduated from Bishop Fenwick High School and attended Ohio Dominican University in Columbus.  Her plan was to become a teacher.  She has become a teacher in the area of financial planning.  She considers herself an advocate for individuals, families and small business owners.