Katherine V. Blackney, CEP®

Wealth Planner, Director, Estate and Charitable Planning

Kathy is a Wealth Planner, Director, Estate and Charitable Planning at Asset Planning Services, Ltd. She entered the legal industry in 1990 focusing specifically on estate, business and philanthropic planning for high-net-worth clients. Kathy joined Asset Planning Services in 2009 to assist Rick Volpe in the Estate Planning department. She also acts as a liaison to communicate and provide information between our clients and their attorneys. Kathy is currently pursuing the Registered Paraplanner designation from the College for Financial Planning.