Hello, I’m Kathy Thomas, a registered financial assistant for Midwest Financial Group in Madison. I have worked in the financial investment services field for more than 11 years. I grew up in Marlton, New Jersey, just outside of Philadelphia, Pennsylvania. I graduated from Kean University in Union, New Jersey, and received my bachelor’s degree in computer science with an emphasis in business. We moved to Wisconsin in 1988 and became loyal Packers fans. To further expand my financial education, I attained both my securities registrations and my insurance licenses and have been licensed since 2012.
I enjoy working with clients, and customer service is one of the most important aspects for me when helping clients. Client satisfaction and building close relationships are my ultimate goal. I support and assist several of the financial advisors here to ensure clients have a complete financial experience. I also believe in a team approach for achieving clients’ financial goals, and at Midwest Financial Group that concept is truly believed in and practiced here.
Spending family time with my husband, Glenn; our three children, Devon, Kyle, Connor; and our rescue dog, Peanut, is a priority. We like traveling to different states each year for new adventures. We especially like to travel out east to visit extended family. We often visit the shores of Cape Cod, Massachusetts, and Long Beach Island, New Jersey, to soak up the sun and sand while watching the beautiful sunsets.