Kathleen Petze

Client Service Associate

As the newest member of the KB Wealth Management Group, Kathleen brings nearly 30 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.

Phone (781) 239-2806
Fax (781) 239-2850