Financial Advisor | Executive Assistant
Kathleen serves SG Long Financial as a Financial Advisor and Investment Advisory Representative and has worked in the financial services industry since 2020. She has served as an executive assistant to Josh Eder and Dave Peppenger in her tenure at SG Long, and has been a fully licensed advisor since May, 2021.
Kathleen is a native Montanan, born and raised in Montana’s very own “windy city” – Great Falls. With family ties to the Bitterroot Valley, Kathleen’s love of the Missoula community started long before her move here in the Fall of 2016. In her spare time Kathleen enjoys Thai food, live music, pina coladas and getting caught in the rain. Kathleen’s passion is for animals: she is an active volunteer with The Humane Society of Western Montana and a full-time dog mom to a black lab named Dublin.
Education: BS in Finance and Economics from the University of Montana, Missoula; cum laude (2020)
Licenses: Series 7, 66; Health and Life Insurance