Kathy Allen

Client Service Associate

“Ed is how I landed here,” she says, “but why I have stayed here is that Verus is the most welcoming, caring place I’ve ever been — both for the people who work here, and those we serve.”

That’s a feeling that translates into the way clients are treated — honestly, friendly, and with respect. “The firm does everything they can to make taxes or financial planning a wonderful and welcoming experience for them,” says Kathy, a graduate of Penn State.

Kathy and her husband, Jeff, raised two kids and enjoy traveling and exploring the outdoors (it’s how their daughter wound up a student at the University of Maine).

“Coming back to work has been a transition, but it has been great,” Kathy says. “I was ready to spread my wings, and Verus has really helped me do that. I didn’t realize how much I would love coming back to work. They are amazing people.”

Kathy is also a Notary Public in the Commonwealth of Virginia.

Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.

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