Cfp® Kathleen Donnelly Aif, Chfc

Kathleen Donnelly, CFP®, AIF, ChFC, currently serves as Vice President at The Financial Partners Group, LLC, since April 2010, where a successful track record has been established in generating significant revenue for partner firms, focusing primarily on CPAs, property and casualty agencies, and professional advisors. In addition, since January 2015, Kathleen has held the position of Regional Principal at AimcoR Enterprise Insurance Group (EIG), providing insurance solutions through financial institutions and facilitating partnerships with advisors. Earlier experience includes serving as a Charter Member at PolicyCheck, Inc., from January 2013 to 2017, aimed at enhancing compliance in life insurance management for trustees, and as Managing Partner at John Hancock Financial Services Southern California Agency from October 1981 to July 2007, where a full-service financial services agency was managed with 50 advisors. Kathleen's education includes credentials from the College for Financial Planning and The American College of Financial Services, alongside ongoing training at Fi360.