The Dover Group is a full service financial planning firm that counsels high net worth families. While the majority of our clients are either retired or approaching retirement age, our team also works with families who have a child or young adult with an emotional or physical disability. Our sensitivity and compassion in helping families plan for their future is what differentiates The Dover Group as a company. We draw on our own personal experiences, as well as those of other families that have faced similar challenges.
Director of Client Services
A Massachusetts native, Kathleen grew up in Sherborn, Massachusetts, not too far from the Dover Group. She traveled out West to California where she attended Santa Clara University, graduating with a Bachelor of Arts in Art History. She joined the Dover Group team in 2015 as an Administrative Assistant, and now works as the Director of Client Services. Her focus is on client services, life insurance & long-term care policy management and new business, and overseeing the office operations. She is skilled in Microsoft Word, Microsoft PowerPoint, and Microsoft Excel, as well as communication, and prioritizing tasks. Kathleen currently resides in Boston, and enjoys spending time with friends and family.
Licensed MA Resident Individual Producer
Planning for you
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
Financial planning provided by Williams Advisory Services, LLC, a Registered Investment Adviser.
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