Kathleen Petze

Kathleen Petze

Client Service Associate

Phone: (781) 239-2806
Fax: (781) 239-2850
E-mail:
 

As the newest member of the KB Wealth Management Group, Kathleen brings over 25 years of administrative and executive assistance experience to the team.  She is dedicated, self-motivated, and eager to utilize her skills and experience while expanding her knowledge and enhancing her career.  She enjoys learning the multi-faceted functions of her position to support her team in delivering a high-quality level of service to clients.

Kathleen is a native Bostonian but resides in Sharon, Massachusetts.