Who I Am:
The oldest of three sisters. We were always close growing up and are still close to this day.
They are two of my favorite people in the world.
(left to right: Kathleen, Deborah, Maureen)
Who I Married:
Matt! We are a Match.com success story.
I kept my last name when we got married so please don’t call me “Mrs.” Kenealy – that’s my grandmother.
(celebrating our wedding anniversary in Newport, RI)
Things I love:
Reading, being outdoors, bubble baths, trying new restaurants.
Watching my sister’s dog eat baby carrots.
(say hello to Mija!)
Causes I’m passionate about:
The American Red Cross, Financial Literacy, Cancer Research
“Remember that the happiest people are not those getting more, but those giving more.” – H. Jackson Browne, Jr.
Who I Was in High School:
Proud band nerd! I played clarinet and violin in concert band, orchestra, jazz band and the pit orchestra.
These days I only play the piano.
(This is me at my fourth grade recital playing a medley of songs from "The Phantom of the Opera" arranged by my mother who — not pictured — accompanied me on the piano).
Did you know?
I hate cilantro.
I’ve been skydiving (tandem) three times. I absolutely loved it but am now too chicken to do it again.
My eyes are green but sometimes they look blue depending on what I’m wearing.
I have a sarcastic sense of humor and it has been known to get me into trouble sometimes.
My nickname is Kat but I am allergic to cats.
Whenever I buy a new purse, I always make sure I can fit my water bottle in it because I never leave home without it.
My StrengthsFinder Traits are:
- Responsibility - People especially talented in the Responsibility theme take psychological ownership of what they say they will do. They are committed to stable values such as honesty and loyalty.
- Input - People especially talented in the Input theme have a need to collect and archive. They may collect information, ideas, history, or even relationships.
- Learner - People especially talented in the Learner theme have a great desire to learn and want to continuously improve.
- Relator - People especially talented in the Relator theme enjoy close relationships with others. They find deep satisfaction in working hard with friends to achieve a goal.
- Intellection - People especially talented in the Intellection theme are characterized by their intellectual activity. They are introspective and appreciate intellectual discussions.
Professional Certifications
- Certified Financial Planner™ (CFP®)
- Certified Private Wealth Advisor™ (CPWA®)
Experience
- Director of Financial Planning and Senior Wealth Advisor, Boston Private Wealth (2015-2022)
- Wealth Advisor, Peak Financial Management (2014-2015)
- Senior Financial Advisor, Rowling & Associates (2012-2014)
- Associate Advisor, Moss Adams (2011-2012)
- Financial Planning Consultant, Pillar Financial Advisors (2004-2011)
Memberships
- Financial Planning Association
- Boston Estate Planning Council
- XY Planning Network
Education
- Babson College, B.S. Finance
- Boston University Center for Professional Education, Certificate in Financial Planning
- Schwab Executive Leadership Program