Kathi McMahon

Kathi enjoys creating financial plans that are anchored by each client’s unique vision for their future. She’s especially passionate about encouraging women to experience the power of a financial plan that provides meaningful direction and confidence in their lives. Kathi began her financial planning career in 2018 after completing her master of science degree in financial planning, with highest honors, from Montana State University. In addition to her professional career, Kathi was a competitive cyclist and raced with the Hagens Berman Cycling Team in the Pacific Northwest. She lives in Missoula, Montana, where she and her husband enjoy hiking and mountain biking and spending time with their four wonderful children and three dogs.