For Kathy McMillan, it’s all about relationships

Wealth Professional
July 13, 2022.

Kathy McMillan attributes the success of her more than 30-year career in wealth management to “curiosity and a love of people.”

As one of Wealth Professional’s 5-Star Women Leading Women in Wealth for 2021, McMillan has established a comprehensive wealth management company that prioritizes her clients’ needs. The key, she says, is her capacity to create and maintain enduring connections.

“What I really do is connect with people,” she told Wealth Professional in an interview. “We discuss their dreams and what keeps them awake at night and then combine all of life’s puzzle pieces – children, partners, job situations, health – into a meaningful full-life plan that helps them achieve their aspirations. I help my clients understand their relationship with money, and how it changes them and the lives of those around them.” 

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