Kathleen is proud to be CU Strategic Planning’s first employee, a milestone that’s shaped her deep commitment to the company’s mission. With over two decades of experience in the credit union industry, she’s had a hand in nearly every role, from front-line service to leadership. Her previous work leading innovative staff development programs at a large Seattle-based credit union equipped her with the tools to bring scalable solutions and creative strategies to CU Strategic Planning.

Kathleen’s known for simplifying complex challenges and streamlining operations. She thrives on finding ways to improve efficiency and creating learning programs that empower associates and drive team success.

When she’s not working, Kathleen’s either chasing after her kids at their activities or embarking on adventures with her family in northeast Florida. She believes in creating experiences and memories that last a lifetime.

As Vice President of Learning and Development, Kathleen is dedicated to fostering continuous growth, helping her team excel, and making the workplace a place of both professional development and lasting impact.