Kathleen specializes in estate, business and executive benefits planning, and estate and executive compensation planning with life insurance.
Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.
Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis.
She is licensed to practice in Missouri, Illinois, and Pennsylvania.
Honors and Awards
Kathleen received The Gary I. Boren Memorial Award for attaining the highest overall grade point average in the LL.M. program.
Kathleen has been named a Missouri Super Lawyer from 2012-2021 in Estate Planning.
She was named one of Missouri Lawyers Weekly’s Up and Coming Lawyers and received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils.
Professional & Community Involvement
Kathleen is a nationally recognized speaker and author.
She currently serves as National President of the Society of Financial Service Professionals and serves on the Board of Directors of St. Louis Children’s Hospital Legacy Advisors. She is a member of The Business Insurance & Estate Planning Committee of the Association of Advanced Life Underwriting (AALU)
Kathleen is a former adjunct professor in the LLM program at Washington University’s School of Law. She was formerly on the Board of Directors of the St. Louis Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was selected as a Registered Player Financial Advisor for the National Football League Players Association.
She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable, and she is an annual presenter at the Vistage Executive Summit.
Affinity Law Group
1610 Des Peres Rd
St. Louis, MO 63131